RIA Intelligence

QUINTILE INVESTMENT ADVISORS, LLC

CRD #123854 SEC #801-61581 LOS ANGELES, CA (310) 806-4000
SEC Registered
Total AUM
$1.3B
Discretionary
$1.3B
Employees
--
Clients
26
Accounts
320

Firm Details

Organization Type
Limited Liability Company
State of Formation
--
Fiscal Year End
DECEMBER
Registration Date
--
Latest Filing
Jun 28, 2005
Branch Offices
--

Advisory Services

No services reported

Compensation Methods

No compensation methods reported

Ownership

Direct Owners & Executive Officers (Schedule A)

NameTypeTitle / StatusOwnershipControl
ANDERSON, KENNETH, JEFFERYISECRETARYNA Control
ANDERSON, KENNETH, JEFFERYIMEMBERNA Control
ANDERSON, KENNETH, JEFFERYIDIRECTORNA Control
ANDERSON, KENNETH, JEFFERYIDIRECTORNA Control
ANDERSON, KENNETH, JEFFERYIDIRECTORNA Control
ANDERSON, KENNETH, JEFFERYISECRETARYNA Control
BLODGETT, KAREN, RUTHIDIRECTORNA Control
BLODGETT, KAREN, RUTHIDIRECTORNA Control
BLODGETT, KAREN, RUTHIDIRECTORNA Control
COYLE, JEFFERY, LEEIMEMBERNA Control
FITZHUGH, MICHAEL, PUTNAMICHAIRMANNA Control
FITZHUGH, MICHAEL, PUTNAMICHAIRMANNA Control
FITZHUGH, MICHAEL, PUTNAMICHAIRMANNA Control
FRANCAIS, ROBERT, JOSEPHISENIOR VICE PRESIDENTNA Control
FRANCAIS, ROBERT, JOSEPHIMEMBERNA Control
FRANCAIS, ROBERT, JOSEPHICHIEF OPERATING OFFICER/DIRECTORNA Control
FRANCAIS, ROBERT, JOSEPHICHIEF OPERATING OFFICER/DIRECTORNA Control
FRANCAIS, ROBERT, JOSEPHICHIEF OPERATING OFFICER/DIRECTORNA Control
FRANCAIS, ROBERT, JOSEPHISENIOR VICE PRESIDENTNA Control
KOCHIS, STEPHEN, TIMOTHYICHIEF EXECUTIVE OFFICERNA Control
KOCHIS, STEPHEN, TIMOTHYICHIEF EXECUTIVE OFFICERNA Control
KOCHIS, STEPHEN, TIMOTHYICHIEF EXECUTIVE OFFICERNA Control
KOSSMAN, MICHAEL, HARRISICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA Control
KOSSMAN, MICHAEL, HARRISICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA Control
KOSSMAN, MICHAEL, HARRISICHIEF FINANCIAL OFFICER/CHIEF COMPLIANCE OFFICERNA Control
PRIMIANI, MARC, SANGREIMEMBERNA Control
PRIMIANI, MARC, SANGREEISENIOR VICE PRESIDENTNA Control
PRIMIANI, MARC, SANGREEIGENERAL COUNSELNA Control
PRIMIANI, MARC, SANGREEIGENERAL COUNSELNA Control
PRIMIANI, MARC, SANGREEIGENERAL COUNSELNA Control
PRIMIANI, MARC, SANGREEISENIOR VICE PRESIDENTNA Control
SCHICK, GREGORY, RYANISECRETARYNA Control
SCHICK, GREGORY, RYANISECRETARYNA Control
SCHICK, GREGORY, RYANISECRETARYNA Control
THOMAS, JASON, TERRANCEICHIEF INVESTMENT OFFICERNA Control
THOMAS, JASON, TERRANCEICHIEF INVESTMENT OFFICERNA Control
THOMAS, JASON, TERRANCEICHIEF INVESTMENT OFFICERNA Control
WAGMAN, ROBERT, MARCIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
WAGMAN, ROBERT, MARCIMEMBERNA Control
WAGMAN, ROBERT, MARCIPRESIDENT/CHIEF COMPLIANCE OFFICERNA Control
KOCHIS FITZ/QUINTILE LLCDEMANAGING MEMBERE Control
KOCHIS FITZ/QUINTILE LLCDEMANAGING MEMBERE Control
KOCHIS FITZ/QUINTILE LLCDEMANAGING MEMBERE Control
QUINTILE WEALTH MANAGEMENT, LLCDEMEMBERE Control
QUINTILE WEALTH MANAGEMENT, LLCDESHAREHOLDERE
QUINTILE WEALTH MANAGEMENT, LLCDEMEMBERE Control

Indirect Owners (Schedule B)

NameTypeEntityOwnershipControl
KOCHIS FITZDEKOCHIS FITZ/QUINTILE LLCD Control
KOCHIS FITZDEKOCHIS FITZ/QUINTILE LLCD Control
KOCHIS FITZDEKOCHIS FITZ/QUINTILE LLCD Control
ANDERSON, KENNETH, JEFFERYIQUINTILE WEALTH MANAGEMENT, LLCC Control
ANDERSON, KENNETH, JEFFERYIQUINTILE WEALTH MANAGEMENT, LLCC Control
FRANCAIS, ROBERT, JOSEPHIQUINTILE WEALTH MANAGEMENT, LLCC Control
FRANCAIS, ROBERT, JOSEPHIQUINTILE WEALTH MANAGEMENT, LLCC Control
PRIMIANI, MARC, SANGREEIQUINTILE WEALTH MANAGEMENT, LLCC Control
PRIMIANI, MARC, SANGREEIQUINTILE WEALTH MANAGEMENT, LLCC Control
QUINTILE WEALTH MANAGEMENT, LLCDEKOCHIS FITZ/QUINTILE LLCC Control
QUINTILE WEALTH MANAGEMENT, LLCDEKOCHIS FITZ/QUINTILE LLCC Control
QUINTILE WEALTH MANAGEMENT, LLCDEKOCHIS FITZ/QUINTILE LLCC Control
WAGMAN, ROBERT, MARCIQUINTILE WEALTH MANAGEMENT, LLCC Control
WAGMAN, ROBERT, MARCIQUINTILE WEALTH MANAGEMENT, LLCC Control

Registrations

Federal

IA
Jun 28, 2005 REGISTERED

Notice Filings (6)

AZ CA CT LA NY TX

Address

11150 SANTA MONICA BOULEVARD
SUITE 400
LOS ANGELES, CA 90025
USA
Phone: (310) 806-4000