Garry
Pace

First Republic Investment Management, Inc

CRD#1208715
Investment Advisor
in Los Angeles, CA
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About this Advisor

Garry Pace is an advisor whose office is in Los Angeles, California. Currently an advisor at First Republic Investment Management, Inc, they have accumulated 18 years of work experience as a financial advisor. Pace has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Pace is registered to advise customers based out of California and Texas. Throughout their career, Pace has worked at First Republic Investment Management, Inc, Sanford C. Bernstein & Co., LLC, Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A and First Republic Securities Company, LLC. First Republic Investment Management, Inc is based out of Los Angeles, California, and operates out of 17 offices in the nation. In total, First Republic Investment Management, Inc oversees $74 billion in assets across 42,420 client accounts and retains more than 495 people. The level of assets currently under the firm's management places it among the largest firms in the country. The firm manages 40,287 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 11% of the firm's customers are high-net-worth individuals, meaning they have over $1 million in investable assets. First Republic Investment Management, Inc provides 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 may charge clients asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

18 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 90067-1702

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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

Garry Pace Work History

Garry has 18 years of experience.

2018 - Present (1 year)

First Republic Investment Management, Inc

2018 - Present (1 year)

First Republic Securities Company, LLC

2011 - 2018 (7 years)

Bank Of America,N.A

2009 - 2018 (9 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2000 - 2009 (9 years)

Sanford C. Bernstein & Co., LLC

Disclosures

Garry Pace has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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