Perry
Huang
First Republic Investment Management, Inc
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About this Advisor
Perry Huang is a financial advisor who works out of New York, New York with 1 year of relevant experience. Huang currently works for First Republic Investment Management, Inc. Their career trajectory has included roles at Ubs Financial Services Inc, Golden Houston Optometry, Roberthalf International, The Woodlands Resort And Conference Center, Sweet Tomatoes/ Souplantation, Extended Travel, University Of Texas At San Antonio, University Of Houston, Oak Ridge High School, First Republic Securities Company, LLC and First Republic Investment Management, Inc. Huang holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in New York. 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 advisors. It manages $140 billion in assets under management across its 84,774 client accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 393 charities and foundations. Of its 84,774 customer accounts, 43% are held by high-net-worth individuals who have greater than $1 million in investable assets. The firm offers a diverse 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. Fees for financial management typically are based on which service is provided. Fee types charged by First Republic Investment Management, Inc most likely are comprised of any combination 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
Perry Huang Work History
Perry has been registered as a financial advisor for 1 years.*
First Republic Securities Company, LLC
First Republic Investment Management, Inc
Ubs Financial Services Inc
Golden Houston Optometry
Roberthalf International
Extended Travel
University Of Houston
University Of Houston
The Woodlands Resort And Conference Center
Sweet Tomatoes/ Souplantation
University Of Texas At San Antonio
Oak Ridge High School
*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 Perry Huang 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
Boston, MA
Palo Alto, CA
San Francisco, CA
Wellesley Hills, MA
San Francisco, CA
New York, NY
Boston, 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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