Kit Cole Investment Advisory Services is a large advisory firm based in San Rafael. It manages $30.6 million of regulatory assets for 48 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of California and Nevada.
Kit Cole Investment Advisory Services provides financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, and selection of other advisers. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kit Cole Investment Advisory Services is $30.6 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -74% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kit Cole Investment Advisory Services for their services and products based on a percentage of assets under management and hourly charges. 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.
Kit Margossian Cole has been acting as President since 1 Sep 1978. Kit M Cole Irrevocable Trust Fbo Martino Petrini joined the executive team most recently as the Trust.
The principal office where Kit Cole Investment Advisory Services performs its advisory services is located at 851 Irwin St, Ste 301, San Rafael, CA 94901, which is also the mailing address of the firm. An additional office of the firm is in Mill Valley, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 415-457-9000 or by fax 415-453-7054. The normal business hours are 8:00 a.m. to 5:00 p.m. on Monday - Friday. You can find more information about the New York firm at www.kitcole.com.