Ponnarathneary
Ting

First Republic Investment Management, Inc

CRD#6539813
Investment Advisor
in Boston, MA
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About this Advisor

Ponnarathneary Ting is a financial advisor who works in Boston, Massachusetts, who has been in the advisory business for 11 years. Ting works at First Republic Investment Management, Inc. Their career trajectory has included roles at First Republic Investment Management, Inc and First Republic Bank. Ting holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to serve investors in California, Oregon, Connecticut and Massachusetts. First Republic Investment Management, Inc is an advisory business operating out of Boston, Massachusetts. The company has offices in 17 locations and a total of 495 employees. It administers $74 billion in total assets among its 42,420 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides financial advisory services to 172 charitable organizations. Of its 42,420 client accounts, just 11% are associated with high-net-worth clients who have more than $1 million in assets available to invest. The business 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. Financial advisory fees vary depending on which services the firm provides the client. Fee types billed by First Republic Investment Management, Inc likely consist of asset-based, fixed, commission-based, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

11 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

160 Federal Street
Boston, MA 02110

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$78,291,033,820

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

604

MA Average: 43
Total Number of Accounts

51,546

MA Average: 3,727
Average Account Size

$1,518,858

MA 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

Ponnarathneary Ting Work History

Ponnarathneary has 11 years of experience.

2016 - Present (3 years)

First Republic Investment Management, Inc

2007 - Present (12 years)

First Republic Bank

Disclosures

Ponnarathneary Ting has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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