First Republic Investment Management, Inc.
First Republic Investment Management, Inc. (CRD# 108559) is a financial advisory firm headquartered in San Francisco, CA. They manage $139,511,326,231 in 84,774 accounts and serve the financial needs of clients across 53 states (or territories).
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Total Assets Under Management139,511MILLION
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Total Number of Accounts84,774ACCOUNTS
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Average Account Value$1,645,685
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Other
- 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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Nasser Abdulkariem (CRD# 4332415) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 22 years of experience in the finance industry.
William Abrams (CRD# 6782962) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.
Laura Aeschliman (CRD# 4915940) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Portland, OR and has over 18 years of experience in the finance industry. Laura Aeschliman has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Arif Ahmed (CRD# 3099755) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 24 years of experience in the finance industry.
Michelle Alfano (CRD# 5938592) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in New York, NY and has over 11 years of experience in the finance industry. Michelle Alfano has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Omar Ali (CRD# 6601760) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in San Francisco, CA and has over 6 years of experience in the finance industry.
Stacy Allred (CRD# 2689241) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Bellevue, WA and has over 27 years of experience in the finance industry. Stacy Allred has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Cynthia Alston (CRD# 4896548) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Newport Beach, CA and has over 17 years of experience in the finance industry.
Reina Alvarez (CRD# 5083412) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Newport Beach, CA and has over 5 years of experience in the finance industry.
Tanya Anderson (CRD# 4438603) is an Investment Advisor Representative working at First Republic Investment Management, Inc. in Bellevue, WA and has over 21 years of experience in the finance industry.