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Robert Lee Thornton

FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.·SAN FRANCISCO, California
Unclaimed Profile
111, SAN FRANCISCO, CA 94111-5602CRD# 1412949Firm CRD# 108559
01

About

Robert Lee Thornton is a registered financial advisor based in SAN FRANCISCO, California, affiliated with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Wealth Management
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
J.P. MORGAN PRIVATE WEALTH ADVISORS LLC
AUM
$86.3B
Regulatory assets under management
Employees
690
Total firm employees
View all advisors at J.P. MORGAN PRIVATE WEALTH ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers
Publication of periodicals/newsletters
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Subscription fees
Performance-based fees
Other: PORTFOLIO CONSULTING / FLAT FEE
Regulatory
SEC/IARD CRD# 1412949
Firm CRD# 108559
8 disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Robert Lee Thornton offer?
Robert Lee Thornton specializes in Financial Planning, Investment Management, Retirement Planning, Wealth Management. Contact their office in SAN FRANCISCO, California for a consultation.
What are Robert Lee Thornton's credentials?
Robert Lee Thornton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Robert Lee Thornton located?
Robert Lee Thornton is based in SAN FRANCISCO, California, working with FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.. Their office serves clients in the SAN FRANCISCO metropolitan area and surrounding communities.
How does Robert Lee Thornton charge for services?
Robert Lee Thornton's firm is compensated through percentage of aum, subscription fees, performance-based fees, other: portfolio consulting / flat fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is FIRST REPUBLIC INVESTMENT MANAGEMENT, INC.?
FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. has approximately 690 employees and manages $86.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in California
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City Guides
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Research
Advisor Fees in CaliforniaNational Fee Analysis
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