Joshua
Pace

First Republic Investment Management, Inc

CRD#4339355
Investment Advisor
in Los Angeles, CA
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About this Advisor

Joshua Pace is a financial advisor who works in Los Angeles, California, who has 10 years of financial industry experience. Pace is currently employed by First Republic Investment Management, Inc. Throughout their career, they have worked at First Republic Investment Management, Inc, Merrill Lynch, Medtronic, Bank Of America, N.A and First Republic Securities Company, LLC. Pace has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in California and Texas. First Republic Investment Management, Inc is a company based out of Los Angeles, California. The firm has offices in 17 locations and a total of 495 employees. It controls $74 billion in assets under management across its 42,420 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 172 charities and foundations. Of its 42,420 customer accounts, just 11% are associated with high-net-worth individuals who have more than $1 million in investable assets. First Republic Investment Management, Inc offers a broad array 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. Financial management fees depend on the services. However, fee types charged by First Republic Investment Management, Inc most likely are comprised of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

10 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

Joshua Pace Work History

Joshua has 10 years of experience.

2018 - Present (1 years)

First Republic Investment Management, Inc

2018 - Present (1 years)

First Republic Securities Company, LLC

2011 - 2018 (7 years)

Bank Of America, N.A

2009 - 2018 (9 years)

Merrill Lynch

2008 - 2009 (1 years)

Medtronic

Disclosures

Joshua 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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