Quintile Investment Advisors, LLC (San Francisco)


Quintile Investment Advisors, LLC is a large advisory firm based in San Francisco. It manages $4.96 billion of regulatory assets for 486 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of California and Texas.

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Quintile Investment Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, and selection of other advisers. It prepares financial plans for more than 250 clients. On top of advisory services, the firm doesn't engage in other business activities.

Quintile Investment Advisors: assets under management

The assets under management (AUM) of Quintile Investment Advisors, LLC is $4.96 billion. The firm's AUM has grown by 358% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $4.61 billion in discretionary accounts and $349.31 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $12.53 million each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $2.96 million.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Quintile Investment Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Quintile Investment Advisors, LLC

Kenneth Jeffery Anderson has been acting as President since 1 Jan 2008. Jason Terrance Thomas has served as the Chief Investment Officer since 1 Jan 2008 and Stephen Timothy Kochis is the Chief Executive Officer of Quintile Investment Advisors, LLC family office. Robert Joseph Francais joined the executive team most recently as the Chief Operating Officer/Director.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Kenneth Jeffery Anderson Member 1 Nov 2002 Other 2641740
Jeffery Lee Coyle Member 1 Nov 2002 Other 1635832
Robert Joseph Francais Member 1 Nov 2002 Other 4604851
Marc Sangre Primiani Member 1 Nov 2002 Other 4604852
Robert Marc Wagman Member 1 Nov 2002 Other 2314441
Llc Quintile Wealth Management Shareholder 1 Nov 2002 75% - 100% 16-1634766
Marc Sangree Primiani Senior vice president 1 Nov 2002 Other 4604852
Kenneth Jeffery Anderson Director 1 Jan 2008 Other 2641740
Robert Joseph Francais Chief operating officer/director 1 Jan 2008 Other 4604851
Marc Sangree Primiani General counsel 1 Jan 2008 Other 4604852
Kochis Fitz/Quintile Llc Managing member 1 Jan 2008 75% - 100% 26-1518255
Stephen Timothy Kochis Chief executive officer 1 Jan 2008 Other 2293884
Jason Terrance Thomas Chief investment officer 1 Jan 2008 Other 4262931
Michael Harris Kossman Chief financial officer/chief compliance officer 1 Jan 2008 Other 4364790
Michael Putnam Fitzhugh Chairman 1 Jan 2008 Other 2390541
Gregory Ryan Schick Secretary 1 Jan 2008 Other 2796483
Karen Ruth Blodgett Director 1 Jan 2008 Other 5321862

Indirect Owners

The SEC currently registers 2 indirect owners.

Name Entity Date acquired Ownership Employer ID
Llc Quintile Wealth Management Member 1 Jan 2008 25% - 50% 16-1634766
Kochis Fitz Member 1 Jan 2008 50% - 75% 109977

Based in San Francisco

The principal office where Quintile Investment Advisors, LLC performs its advisory services is located at 60 Spear St., San Francisco, CA 94105, which is also the mailing address of the firm. An additional office of the firm is in Los Angeles, CA. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 415-394-6670 or by fax 415-394-6676. The normal business hours are 8:30am - 5:30pm on Monday - Friday. You can find more information about the New York firm at www.mosaicwealth.com.