John
Froley

First Republic Investment Management, Inc

CRD#2481618
Investment Advisor
in San Francisco, CA

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About this Advisor

John Froley is a certified financial planner operating out of San Francisco, California with 13 years of relevant experience. Froley currently works for First Republic Investment Management, Inc. Froley has gained experience at First Republic Investment Management, Inc and First Republic Securities Company, LLC. Froley has Series 63 and Series 66 licenses, qualifying them as a securities representative, and is able to work in California. First Republic Investment Management, Inc is a company that has its headquarters in San Francisco, CA. The firm has offices in 37 locations and a total of 1,165 people on staff. It handles $140 billion in total assets across its 84,774 customer accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides services to 393 charities and foundations. Of its 84,774 accounts, 43% are associated with high-net-worth investors who have at least $1 million in assets available to invest. First Republic Investment Management, Inc has a diverse set 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 usually are based on which services are provided. Fees billed by First Republic Investment Management, Inc can consist of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

13 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

111 Pine Street, 7Th Floor
San Francisco, CA 94111

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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

John Froley Work History

John has been registered as a financial advisor for 13 years.*

2017 - Present (7 years)

First Republic Investment Management, Inc

2017 - Present (7 years)

First Republic Securities Company, LLC

2008 - 2017 (9 years)

First Republic Securities Company, LLC

*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 John Froley 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

Angela Raitzin
Greenwich, CT
John Williams
Los Angeles, CA
James Morehouse
Palo Alto, CA
Christina Camuzzi
Boston, MA
Alec Feinstein
Los Angeles, CA
Mark Palmer
San Francisco, CA
John Garofalo
Los Angeles, CA
Lewis Mai
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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