Barbara
Bruser

First Republic Investment Management, Inc

CRD#4628422
Investment Advisor
in Los Angeles, CA
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About this Advisor

Barbara Bruser is a chartered financial analyst working in Los Angeles, California, who has been in the advisory business for 16 years. Bruser is on the advisory team at First Republic Investment Management, Inc. Their career trajectory has included roles at First Republic Investment Management, Inc, City National Bank, First Republic Bank, First Republic Investment Management and First Republic Securities Company, LLC. Bruser maintains a Series 63 license, qualifying them as a securities representative, and is approved to operate in Arizona, Ohio, Washington, California, Florida, Hawaii, Minnesota, Nevada and Texas. First Republic Investment Management, Inc is a firm that has its headquarters in Los Angeles, California. The company has offices in 17 locations and a total of 495 people on staff. It administers $74 billion in assets between its 42,420 accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 172 charitable organizations. Of its 42,420 client accounts, just 11% are associated with high-net-worth investors who have greater than $1 million in investable assets. First Republic Investment Management, Inc has a number of services, such as 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. Fees charged by financial advisors typically are based on which services are provided. However, fee types billed by First Republic Investment Management, Inc likely include some blend of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Years of Experience

16 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

Barbara Bruser Work History

Barbara has 16 years of experience.

2017 - Present (2 years)

First Republic Investment Management, Inc

2017 - Present (2 years)

First Republic Securities Company, LLC

2011 - 2017 (6 years)

First Republic Investment Management

2010 - 2017 (7 years)

First Republic Bank

2002 - 2010 (8 years)

City National Bank

Disclosures

Barbara Bruser has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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