# KIT COLE INVESTMENT ADVISORY SERVICES

KIT COLE INVESTMENT ADVISORY SERVICES of SAN RAFAEL, CA is an SEC-registered investment adviser.

## Registration

- CRD: 105018
- Type: SEC-registered investment adviser
- SEC file number: 801-23293
- Location: 851 IRWIN ST, STE 301, SAN RAFAEL, CA, 94901
- Phone: 415-457-9000
- Latest filing: 2005-03-30
- Regulatory AUM: $30.6M
- Discretionary AUM: $30.6M
- Clients: 6
- Accounts: 48

## Officers, owners & control persons (4)

| Name | Role | Location |
| --- | --- | --- |
| COLE KIT MARGOSSIAN | DIRECTOR/SHAREHOLDER | — |
| PETRINI KIMBERLY ALYSON | DIRECTOR/SHAREHOLDER | — |
| TAPPAN JAMSON LISA | DIRECTOR/SECRETARY; SHAREHOLDER | — |
| TAPPAN WILLIAM JEFFERY | DIRECTOR/SHAREHOLDER; SHAREHOLDER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/105018/brochure
- Similar advisers: https://search.stillhousedata.com/firm/105018/similar
- Related entities: https://search.stillhousedata.com/firm/105018/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/105018

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.