Justin
Tipp

First Republic Investment Management, Inc

CRD#3005964
Investment Advisor
in San Diego, CA
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About this Advisor

Justin Tipp is a certified financial planner who works in San Diego, California, with a total of 14 years of professional experience. Tipp is an employee of First Republic Investment Management, Inc. The advisor has gained experience at First Republic Securities Company, LLC, Us Bank - Private Client Reserve, First Republic Investment Management and First Republic Investment Management, Inc. Tipp holds Series 65 and Series 63 licenses, qualifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Utah, Colorado, Washington, Connecticut, Maine and Nevada. First Republic Investment Management, Inc is a registered investment firm that has its headquarters in San Diego, California. The firm has offices in 17 locations and a total of 495 employees. It administers $74 billion in assets under management across its 42,420 customer accounts, making it one of the largest firms in the country by assets under management. The firm provides financial advice to 172 charities and foundations. Of its 42,420 client accounts, just 11% belong to high-net-worth investors who have greater than $1 million in investable assets. The company offers a number of services, including 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 fee schedules vary depending on which services are provided. Fees billed by First Republic Investment Management, Inc most likely consist of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 65, Series 63, Certified Financial Planner

Years of Experience

14 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, Commissions, Performance-based Fees, Others

Disclosures

No

Office Location

12626 High Bluff Drive, Suite 400
San Diego, CA 92130

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$74,035,901,610

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

495

CA Average: 43
Total Number of Accounts

42,420

CA Average: 3,727
Average Account Size

$1,745,306

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

Justin Tipp Work History

Justin has 14 years of experience.

2017 - Present (2 years)

First Republic Investment Management, Inc

2017 - Present (2 years)

First Republic Securities Company, LLC

2014 - 2017 (3 years)

First Republic Securities Company, LLC

2012 - 2017 (5 years)

First Republic Investment Management

2004 - 2012 (8 years)

Us Bank - Private Client Reserve

Disclosures

Justin Tipp has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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