Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
Kochis Fitz/Quintile LLC
SEC CIK
IRS number
261518255
SEC advisor number
801-68987
FINRA CRD number
146720
AUM ?
$14.83 bn
(as of 28 Mar 24)
Accounts
11,103
(as of 28 Mar 24)
Employees
204
(95 investment advisory or research)
Address
Aspiriant
11100 SANTA MONICA BLVD
SUITE 600
LOS ANGELES
CA 90025
11100 SANTA MONICA BLVD
SUITE 600
LOS ANGELES
CA 90025
Phone
4153717800
Brochures
Latest filings (excl ownership)
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
15 Apr 24
13F-HR
Quarterly holdings report by institutional manager
26 Jan 24
13F-HR
Quarterly holdings report by institutional manager
17 Oct 23
13F-HR
Quarterly holdings report by institutional manager
19 Jul 23
13F-HR
Quarterly holdings report by institutional manager
27 Apr 23
13F-HR
Quarterly holdings report by institutional manager
23 Jan 23
13F-HR
Quarterly holdings report by institutional manager
28 Oct 22
13F-HR
Quarterly holdings report by institutional manager
25 Jul 22
13F-HR
Quarterly holdings report by institutional manager
6 May 22
13F-HR
Quarterly holdings report by institutional manager
14 Feb 22