Mark
Beach

First Republic Investment Management, Inc

CRD#2239739
Investment Advisor
in Palo Alto, CA

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About this Advisor

Mark Beach is a financial advisor operating out of Palo Alto, California with 4 years of relevant experience. Beach is an advisor for First Republic Investment Management, Inc. During their career, Beach has held roles at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Beach has Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to work in California and New Jersey. First Republic Investment Management, Inc is a financial advisory company that has its headquarters in San Francisco, CA. It has offices in 37 locations and a total of 1,165 financial advisors. It has $140 billion in assets under management between its 84,774 customer accounts, placing it among the biggest investment advisory firms in the country by assets under management. The firm serves 393 charitable organizations. Of its 84,774 accounts, 43% are held by high-net-worth individuals who have more than $1 million in investable assets. The advisory firm 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. Fees charged by financial advisors typically are based on which services are provided. However, fee types charged by First Republic Investment Management, Inc may include some combination of asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 63, Series 65

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

Mark Beach Work History

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

2019 - Present (5 years)

First Republic Investment Management, Inc

2019 - Present (5 years)

First Republic Securities Company, LLC

2011 - 2019 (8 years)

Bank Of America,N.A

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 Mark Beach 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
Andrew Curto
San Francisco, CA
Ellen Reid
Boston, MA
James Morehouse
Palo Alto, CA
Tracey Graziosa
New York, NY
Mark Palmer
San Francisco, CA
John Garofalo
Los Angeles, CA
Mark Beatini
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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