First Republic Investment Management, Inc.
San Francisco, California
Based out of San Francisco, California, First Republic Investment Management, Inc. is a well-established regional investment advisory firm with a stellar reputation. With over 14,650 individual clients and an impressive $139,511,326,000 in assets under management, the company has garnered trust and loyalty from a wide range of investors. Boasting 38 offices across the region, they are conveniently located to serve their diverse client base effectively.
In addition to their investment advisory services, First Republic Investment Management, Inc. offers a comprehensive suite of financial solutions. As a commodity pool operator or c...
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Assets Under Mgmt
$139.51B
Investment Professionals
720
Locations
37
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Performance-based fees
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
Pension consulting services
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Commodity pool operator or commodity trading advisor (whether registered or exempt from registration)
Insurance broker or agent
Disclosures
Do any of the events below involve you or any of your supervised persons?
SEC or CFTC found with a false statement or omission
SEC or CFTC violation of regulation or statutes
SEC or CFTC entered an order against you in connection to investment related activities
SEC or CFTC imposed civil money penalty or cease and desist from an activity
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