Charles
Leitch
First Republic Investment Management, Inc
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About this Advisor
Charles Leitch is a financial advisor who works out of Los Angeles, California with 4 years of industry experience. Leitch currently works for First Republic Investment Management, Inc. Leitch has gained experience at Fisher Investments, Debartolo Performing Arts Center, Pontifica Universidad Catolica De Chile, University Of Notre Dame, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Leitch maintains Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is approved to operate in California. First Republic Investment Management, Inc is a registered investment business based in San Francisco, CA. It has offices in 37 locations and a total of 1,165 employees. It has $140 billion in assets across its 84,774 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 client accounts, 43% belong to high-net-worth individuals who have more than $1 million in assets. First Republic Investment Management, Inc provides 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. A financial advisor's fees are based on which services are provided. However, fees charged by First Republic Investment Management, Inc most likely consist of some combination of asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
$139,511,326,231
1,165
84,774
$1,645,685
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
Charles Leitch Work History
Charles has been registered as a financial advisor for 4 years.*
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Fisher Investments
Pontifica Universidad Catolica De Chile
Debartolo Performing Arts Center
University Of Notre Dame
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Charles Leitch to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at First Republic Investment Management, Inc
Palo Alto, CA
San Francisco, CA
New York, NY
Boston, MA
Los Angeles, CA
San Francisco, CA
Wellesley Hills, MA
New York, NY
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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