Harry GuilfoyleCRD Number: 6213655
Current Firm: First Republic Investment Management, Inc.
Harry Guilfoyle (CRD# 6213655) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Menlo Park, CA and has over 3 years of experience in the finance industry.
Altos Investments, Inc.
Jurika, Mills & Keifer, LLC
Lowery Thomas, LLC
|First Republic Investment Management||Portola Valley, CA||May 2013 - Current||4|
|Duke University||Durham, NC||Aug 2009 - May 2013||3|
|Bessemer Trust||New York City, NY||Jun 2012 - Aug 2012||< 1|
|Luminous Capital||Menlo Park, CA||Jun 2011 - Aug 2011||< 1|
|Branson School||Ross, CA||Jul 2005 - Sep 2009||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management47,211MILLIONS
Total Number of Accounts31,062ACCOUNTS
Average Account Value$1,519,892
- A percentage of assets under your management
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV
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