First Republic Investment Management, Inc.

First Republic Investment Management, Inc. offers portfolio management for pooled investment vehicles, portfolio management for individuals and/or small businesses, portfolio management for investment companies, educational seminars/workshops, financial planning services, selection of other advisers, pension consulting services, portfolio management for businesses and also performs business activities as insurance broker or agent.

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+1 (415) 392-1400

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Firm Profile Information

Approximate Fees

Please contact the advisor for additional information on fees.

Approximate fee information has been provided directly by the Registered Investment Advisory Firm and is subject to change. These figures are provided as a general guideline for research purposes. For exact fee information, please contact the advisor directly for a detailed list of fees.

A percentage of assets under management

Fixed fees

Performance-based fees

Other

A percentage of assets under management

Fixed fees

Performance-based fees

Other

Operations

Insurance broker or agent

Branches

838

Employees

537

Investment Advisors

838

Employees

537

Investment Advisors

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+1 (415) 392-1400

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Client Types

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92.2%

20,274

Individuals
Companies & Institutions

92.2%

20,274

Account Overview

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