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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

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Qualifications

Experience

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Employer Years Dates
First Republic Investment Management, Inc 8 months, 3 weeks Mar 2019 - Present
First Republic Bank 8 months, 3 weeks Mar 2019 - Present
First Republic Securities Company, LLC 8 months, 3 weeks Mar 2019 - Present
Unemployed - Traveling/Job Search 5 months Oct 2018 - Mar 2019
First Republic Securities 5 years, 1 month Sep 2013 - Oct 2018
Wells Fargo 9 months Nov 2012 - Aug 2013
Scottrade 7 months Nov 2011 - Jun 2012
Uc Davis 2 years, 2 months Aug 2010 - Oct 2012
Uc Davis 9 months Oct 2009 - Jul 2010
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Ida Xiang?
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Articles and Answers

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Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
FINRA
FINRA
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 4, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

First Republic Investment Management, Inc.

Last updated on July 24, 2019
    • $78.3B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 52K
      Accounts
    • $1.5M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
  • Other
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