Caitlin
Walker

First Republic Investment Management, Inc

CRD#6556833
Investment Advisor
in Portland, OR

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About this Advisor

Caitlin Walker is a financial advisor based out of Portland, Oregon who has 7 years of industry experience. Walker is currently employed by First Republic Investment Management, Inc. Throughout their career, Walker has worked at First Republic Investment Management, First Republic Securities Company and University Of Portland. Walker maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to work in Oregon. First Republic Investment Management, Inc is a financial advisory business operating out of San Francisco, CA. The investment advisory business has offices in 37 locations and a total of 1,165 people on staff. It administers $140 billion in assets across its 84,774 accounts, making it one of the biggest investment advisory firms in the country by assets under management. The firm advises 393 charitable organizations. Of its 84,774 accounts, 43% are associated with high-net-worth investors who have at least $1 million in investable assets. First Republic Investment Management, Inc performs 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. Fees for financial advisory services typically are based on the services. Fee types charged by First Republic Investment Management, Inc most likely include asset-based, fixed, performance-based and other fees.

Certifications and Registrations

Series 66

Years Registered*

7 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

Office Location

947 Sw Broadway
Portland, OR 97205

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First Republic Investment Management, Inc Brokerage Details

Total Assets Under Management

$139,511,326,231

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

1,165

OR Average: 43
Total Number of Accounts

84,774

OR Average: 3,727
Average Account Size

$1,645,685

OR Average: $2,033,427

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

Caitlin Walker Work History

Caitlin has been registered as a financial advisor for 7 years.*

2015 - Present (9 years)

First Republic Securities Company

2014 - Present (10 years)

First Republic Investment Management

2009 - 2014 (5 years)

University Of Portland

*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 Caitlin Walker 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

Gary Grigorian
Boston, MA
Andrew Curto
San Francisco, CA
Okita Sevi
Boston, MA
David Weitgenant
San Francisco, CA
Sean Oliveira
Boston, MA
Mark Palmer
San Francisco, CA
Christina Camuzzi
Boston, MA
William Abrams
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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