Aib Govett, Inc. (San Francisco)

Name: Aib Govett, Inc.
Address: 250 Montgomery St, San Francisco, CA, 94104
Telephone: 415-263-1865

Aib Govett, Inc. is a large advisory firm based in San Francisco. It manages $213.3 million of regulatory assets for 10 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Arizona, California, Connecticut, and 17 other states.

Aib Govett provides portfolio management for individuals and small businesses, portfolio management for investment companies, and portfolio management for pooled investment vehicles. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Aib Govett: assets under management

The assets under management (AUM) of Aib Govett, Inc. is $213.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -28% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $213.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $21.33 million each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Aib Govett, Inc. for their services and products based on a percentage of assets under management. 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 Aib Govett, Inc.

Colm Edward Doherty has been acting as President since 1 Jun 1997. Noel Mcevoy joined the executive team most recently as the President & Director.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Aib Asset Management Holdings Ltd ("Aibamh")	Shareholder	1 Sep 1996	75% - 100%	foreign entity
Aib Group Holdings (U.K.) Ltd ("Aibghuk")	Shareholder in aibamh	1 Sep 1996	75% - 100%	foreign entity
Aib Holding (U.K.) Ltd ("Aibhuk")	Shareholder in aibghuk	1 Sep 1996	75% - 100%	foreign entity
Allied Irish Banks Plc ("Aib")	Shareholder in aibhuk	1 Sep 1996	75% - 100%	foreign entity
Ibi Nominees Limited	Shareholder in aib	1 Sep 1996	Other	foreign entity
Irish Life Assurance Plc	Shareholder in aib	1 Sep 1996	Other	foreign entity
Eileen Mary Fitzpatrick	Director & joint chief investment officer	1 Jun 1997	Other	2988179
Colm Edward Doherty	Director	1 Jun 1997	Other	4342386
Colin John Kreidewolf	Director & treasurer	1 Jun 1997	Other	4370601
John Wallace Murray	Director & joint chief investment officer	1 Jun 1997	Other	4342425
James Lee Cook	Director	1 Jun 1997	Other	1140032
Paul Aage Runge	Director	1 Jun 1999	Other	4370607
Martina Dolan	Secretary	1 Oct 1999	Other	4342389
Noel Mcevoy	President & director	1 Jan 2000	Other	4342416

Based in San Francisco

The principal office where Aib Govett, Inc. performs its advisory services is located at 250 Montgomery St, San Francisco, CA 94104, which is also the mailing address of the firm. The firm also has an office outside of the United States.

You can reach the main office by calling the phone number 415-263-1865 or by fax 415-263-1880. The normal business hours are 8:00am to 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.aibgovett.com.