Alan
Remedios

First Republic Investment Management, Inc

CRD#2633772
Investment Advisor
in Los Angeles, CA
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About this Advisor

Alan Remedios is an investment advisor located in Los Angeles, California. Currently a registered financial advisor with First Republic Investment Management, Inc, they have accumulated 19 years of work experience in the financial advisory industry. Remedios maintains a Series 63 license, qualifying them as a securities broker. Remedios can advise clients in California. Remedios has gained experience at City National Bank, First Foundation, First Republic Investment Management, First Republic Securities Company, LLC and First Republic Investment Management, Inc. First Republic Investment Management, Inc is headquartered in Los Angeles, California, and operates out of 17 other offices throughout the United States. In total, First Republic Investment Management, Inc oversees $74 billion in assets throughout 42,420 accounts and retains more than 495 people. The firm's total assets under management places it among the largest firms in the country. The firm manages 40,287 accounts on a discretionary basis, meaning the advisor makes all of the buying and selling decisions on the client's behalf. Currently 11% of the firm's clients are high-net-worth individuals, meaning they have greater than $1 million in capital. First Republic Investment Management, Inc can provide 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. The firm's fees may include asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

19 years

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees, Others

Disclosures

No

Office Location

1888 Century Park East
Los Angeles, CA 90067

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$78,291,033,820

CA Average: $7,578,581,321
Total Number of Employees

604

CA Average: 43
Total Number of Accounts

51,546

CA Average: 3,727
Average Account Size

$1,518,858

CA Average: $2,033,427

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Investment Advisory Services

  • 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

Alan Remedios Work History

Alan has 19 years of experience.

2017 - Present (2 years)

First Republic Securities Company, LLC

2017 - Present (2 years)

First Republic Investment Management, Inc

2010 - 2017 (7 years)

First Republic Investment Management

2009 - 2010 (1 years)

First Foundation

1999 - 2009 (10 years)

City National Bank

Disclosures

Alan Remedios has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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