Gloria
Infante

First Republic Investment Management, Inc

CRD#5193847
Investment Advisor
in Palo Alto, CA

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About this Advisor

Gloria Infante is a financial advisor based in Palo Alto, California with a total of 4 years of relevant experience. Infante is an advisor for First Republic Investment Management, Inc. Their career trajectory has included roles at Merrill Lynch, Pierce, Fenner & Smith Inc, First Republic Securities Company, LLC and First Investment Management, Inc. Infante holds a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to serve investors in California. First Republic Investment Management, Inc is a registered investment company operating out of San Francisco, CA. It has offices in 37 locations and a total of 1,165 employees. It manages $140 billion in assets under management between its 84,774 accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm provides financial advisory services to 393 charitable organizations. Of its 84,774 accounts, 43% belong to high-net-worth investors who have greater than $1 million in investable assets. First Republic Investment Management, Inc performs 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 for financial advice largely are based on which services the firm provides the client. Fee types billed by First Republic Investment Management, Inc most likely include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

4 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

Office Location

2100 El Camino Real
Palo Alto, CA 94306

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

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

1,165

CA Average: 43
Total Number of Accounts

84,774

CA Average: 3,727
Average Account Size

$1,645,685

CA Average: $2,033,427

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

Gloria Infante Work History

Gloria has been registered as a financial advisor for 4 years.*

2019 - Present (5 years)

First Republic Securities Company, LLC

2019 - Present (5 years)

First Investment Management, Inc

2009 - 2019 (10 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

*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 Gloria Infante 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

William Hartshorne
San Francisco, CA
Christina Camuzzi
Boston, MA
James Morehouse
Palo Alto, CA
Tracey Graziosa
New York, NY
Leland Mindnich
Wellesley Hills, MA
Mark Palmer
San Francisco, CA
John Garofalo
Los Angeles, CA
Ellen Reid
Boston, MA

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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