Nida
Memon
First Republic Investment Management, Inc
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About this Advisor
Nida Memon is a financial advisor based in Palo Alto, California who has 1 year of relevant experience. Memon is an employee of First Republic Investment Management, Inc. During their career, Memon has held roles at Wells Fargo Advisors LLC, Wells Fargo Clearing Services, LLC, First Republic Investment Management, Inc and First Republic Securities Company, LLC. Memon maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and can serve investors in California. First Republic Investment Management, Inc is a registered investment company that has its headquarters in San Francisco, CA. The investment advisory business has offices in 37 locations and a total of 1,165 financial advisors. It handles $140 billion in assets under management between its 84,774 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 393 charitable organizations. Of its 84,774 client accounts, 43% belong to high-net-worth individuals who have more than $1 million in assets available to invest. The business offers a broad 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. Financial advisory fees largely are based on which services are offered. Fee types billed by First Republic Investment Management, Inc most likely include asset-based, fixed, performance-based and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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First Republic Investment Management, Inc Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$139,511,326,231
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
1,165
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
84,774
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$1,645,685
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
Nida Memon Work History
Nida has been registered as a financial advisor for 1 years.*
First Republic Investment Management, Inc
First Republic Securities Company, LLC
Wells Fargo Clearing Services, LLC
Wells Fargo Advisors 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 Nida Memon 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
San Francisco, CA
San Francisco, CA
Boston, MA
Palo Alto, CA
Los Angeles, CA
San Francisco, CA
Wellesley Hills, MA
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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