KOCHIS FITZ
CRD #109977 SEC #801-40448 SAN FRANCISCO, CA 415-394-6670
SEC Registered
Total AUM
$2.2B
Discretionary
$1.9B
Employees
--
Clients
251
Accounts
427
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2008 | $2.5B | $2.2B | $315.1M | -- | -- |
| Nov 2007 | $2.2B | $1.9B | $349.3M | -- | -- |
| Oct 2007 | $2.2B | $1.9B | $349.3M | -- | -- |
| Aug 2007 | $2.2B | $1.9B | $349.3M | -- | -- |
| Mar 2007 | $2.2B | $1.9B | $349.3M | -- | -- |
| Nov 2006 | $1.9B | $1.5B | $430.5M | -- | -- |
| Mar 2006 | $1.9B | $1.5B | $430.5M | -- | -- |
| Mar 2004 | $1.1B | $934.9M | $173.4M | -- | -- |
| May 2002 | $478.4M | $470M | $8.4M | -- | -- |
| Apr 2002 | $478.4M | $470M | $8.4M | -- | -- |
DateMar 2008
Total AUM$2.5B
Discretionary$2.2B
Non-Disc.$315.1M
Employees--
Clients--
DateNov 2007
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$349.3M
Employees--
Clients--
DateOct 2007
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$349.3M
Employees--
Clients--
DateAug 2007
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$349.3M
Employees--
Clients--
DateMar 2007
Total AUM$2.2B
Discretionary$1.9B
Non-Disc.$349.3M
Employees--
Clients--
DateNov 2006
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$430.5M
Employees--
Clients--
DateMar 2006
Total AUM$1.9B
Discretionary$1.5B
Non-Disc.$430.5M
Employees--
Clients--
DateMar 2004
Total AUM$1.1B
Discretionary$934.9M
Non-Disc.$173.4M
Employees--
Clients--
DateMay 2002
Total AUM$478.4M
Discretionary$470M
Non-Disc.$8.4M
Employees--
Clients--
DateApr 2002
Total AUM$478.4M
Discretionary$470M
Non-Disc.$8.4M
Employees--
Clients--