Thomas
Glamuzina
First Republic Investment Management, Inc
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About this Advisor
Thomas Glamuzina is a financial advisor working in San Francisco, California, with 3 years of relevant experience. Glamuzina is an employee of First Republic Investment Management, Inc. During their career, Glamuzina has held roles at Fortigent, LLC, Dynasty Wealth Management, LLC and First Republic Investment Management, Inc. Glamuzina has a Series 65 license, certifying them as an investment advisor representative, and can work in California. First Republic Investment Management, Inc is a financial advisory company that has its headquarters in San Francisco, CA. The investment advisory business has offices in 37 locations and a total of 1,165 employees. It handles $140 billion in assets between its 84,774 customer accounts, placing it among the biggest financial advisory firms in the nation by assets under management. The firm serves 393 charities and foundations. Of its 84,774 accounts, 43% belong to high-net-worth clients who have more than $1 million in assets. First Republic Investment Management, Inc performs 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. Fees for financial management vary depending on which services the firm provides the client. However, fees charged by First Republic Investment Management, Inc can consist of any blend of 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
$139,511,326,231
1,165
84,774
$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
Thomas Glamuzina Work History
Thomas has been registered as a financial advisor for 3 years.*
First Republic Investment Management, Inc
Dynasty Wealth Management, LLC
Fortigent, 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 Thomas Glamuzina 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
Boston, MA
San Francisco, CA
San Francisco, CA
Los Angeles, CA
San Francisco, CA
New York, NY
San Francisco, CA
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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