Lorenzo
Horvath
First Republic Investment Management, Inc
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About this Advisor
Lorenzo Horvath is a financial advisor based out of New York, New York with 1 year of relevant experience. Horvath is currently employed by First Republic Investment Management, Inc. Over the course of their career, Horvath has held roles at Siena College, Hodorowski Homes, Trimarc Wealth Management, Abd Engineers, Llp, Orangetheory Fitness, Axa Advisors, LLC, Christian Brothers Academy, Equitable Advisors, LLC, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Horvath maintains Series 63 and Series 66 licenses, designating them as a securities broker, and is able to work in New York. First Republic Investment Management, Inc is a registered investment firm 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 oversees $140 billion in assets under management between its 84,774 client accounts, placing it among the biggest financial advisory firms in the country by assets under management. The firm advises 393 charitable organizations. Of its 84,774 customer accounts, 43% are associated with high-net-worth individuals who have greater than $1 million in investable assets. First Republic Investment Management, Inc performs a wide range 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 charged by financial advisors largely are based on which service is offered. However, fee types charged by First Republic Investment Management, Inc can 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
$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
Lorenzo Horvath Work History
Lorenzo has been registered as a financial advisor for 1 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Axa Advisors, LLC
Equitable Advisors, LLC
Hodorowski Homes
Trimarc Wealth Management
Abd Engineers, Llp
Siena College
Orangetheory Fitness
Christian Brothers Academy
*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 Lorenzo Horvath 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
Boston, MA
Los Angeles, CA
Boston, MA
San Francisco, CA
Los Angeles, CA
San Francisco, CA
New York, NY
Wellesley Hills, MA
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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