FIRST REPUBLIC INVESTMENT MGMT

22 known aliases resolved via the canonical alias map

Market position · 2024

Plans served13-20 YoYRank #868 of mapped providers

Assets under administration$276M0.0%Market share · rank #5566

Fees received$392,776Median $33,765/planSum across Schedule C direct + indirect

Net wins YoY-162 won · 18 lostPlan-level switch detection

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