First Republic Investment Management, Inc
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Learn more about First Republic Investment Management, Inc
Overview
First Republic Investment Management, Inc operates as a financial advisor firm that has its headquarters in San Francisco, California. First Republic Investment Management, Inc administers $139.5 billion in assets across 84,774 customer accounts, making it one of the largest firms in the nation by assets under management (AUM). The company has a very large team, including 720 financial advisors. First Republic Investment Management, Inc does not act as a registered broker-dealer, signifying that it is not able to buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal investments such as bonds, options and stocks.
First Republic Investment Management, Inc oversees 80,667 of the firm's accounts in a discretionary manner. Discretionary management means that buy and sell judgments are made by a portfolio manager without requiring the customer's approval. The company also has 4,107 non-discretionary accounts with a total of $33.3 billion in AUM. The company's typical account size is $1.7 million. The average financial advisor at First Republic Investment Management, Inc oversees about 118 client accounts.
First Republic Investment Management, Inc's main office is at 111, San Francisco, California 94111-5602. The firm is legally permitted to serve investors throughout 51 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
First Republic Investment Management, Inc by the Numbers
$139.5 billion
1,165
84,774
$1.6 million
Products and Services
First Republic Investment Management, Inc provides a variety of services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. In the last fiscal year, the firm provided 251-500 of its customers with financial planning services. The firm does sell products or offer services different than investment advisory services to its customers. First Republic Investment Management, Inc also has a number of financial industry affiliations, including with a broker-dealer or securities dealer, banking or thrift institution, trust company and insurance company or agency.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Offered by 6% of firms
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Fees for financial advice usually depend on which services the firm provides the client. However, fee types billed by First Republic Investment Management, Inc can include the following fee structures: asset-based, fixed, performance-based or other. The firm does participate in a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 26% of firms
Performance-based
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Offered by 32% of firms
Fixed
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Offered by 10% of firms
Other
Unavailable
Types of Clients
The company manages money for a number of different investors. It caters to retail investors, high net worth investors, pooled investment vehicles, pension plans, charitable organizations and corporations. Out of its 84,774 clients, First Republic Investment Management, Inc's largest client is retail investors, but it also manages money for 12,737 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of its accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 42.82%
- Other Individuals - 49.26%
- Corporations - 6.61%
- Charitable Organizations - 1.32%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
First Republic Investment Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at First Republic Investment Management, Inc
Boston, MA
New York, NY
Boston, MA
Boston, MA
Los Angeles, CA
San Francisco, CA
Wellesley Hills, MA
New York, NY
San Francisco, CA
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