Ponnarathneary
Ting

First Republic Investment Management, Inc

CRD#6539813
Investment Advisor
in Boston, MA

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About this Advisor

Ponnarathneary Ting is an advisor whose office is in Boston, Massachusetts. Currently a registered investment advisor at First Republic Investment Management, Inc, Ting has 12 years of work experience as a financial advisor. Ting maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative. Ting is able to work with customers in California, Connecticut, Massachusetts and Oregon. Their career trajectory has included roles at First Republic Bank and First Republic Investment Management, Inc. First Republic Investment Management, Inc is headquartered in Boston, Massachusetts, and has 20 other brick-and-mortar locations across the country. Overall, First Republic Investment Management, Inc oversees $78 billion in assets covering 51,546 client accounts and retains more than 604 people. The firm's total assets under management places it among the biggest firms in the nation. The firm manages 47,664 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 55% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in capital. First Republic Investment Management, Inc can offer 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. The firm's fees may include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years of Experience

13 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 13 years of experience.

2016 - Present (4 years)

First Republic Investment Management, Inc

2007 - Present (13 years)

First Republic Bank

Disclosures

Ponnarathneary Ting has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at First Republic Investment Management, Inc

Christopher Smith
San Francisco, CA
Paul Emata
New York, NY
Noah Fox
San Francisco, CA
Ida Janowicz
San Francisco, CA
Erin Mcphee
Napa, CA
John Barnes
Los Angeles, CA
Todd Halbrook
Newport Beach, CA
Christopher Merrifield
Palo Alto, CA

This content was compiled from the SEC and FINRA.

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