Chad Boeding, financial advisor San Francisco CA

Chad Boeding

CRD Number: 4262607
Current Firm: Epiq Capital Group, LLC

Chad Boeding (CRD# 4262607) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 20 years of experience in the finance industry.

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Wealth & Tax Planners
Company Name Location Dates Years
Epiq Capital Group, LLC San Francisco, CA May 2018 - Current 2
Iconiq Capital LLC San Francisco, CA Dec 2011 - May 2018 6
Morgan Stanley Smith Barney San Francisco, CA Jun 2009 - Dec 2011 2
Morgan Stanley & Company, Incorporated San Francisco, CA Mar 2008 - Dec 2011 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2000
Contact Info for Chad L. Boeding
Phone Number: 415-433-3747
Firm Website: https://www.epiqcg.com
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    2,185
    MILLIONS
  • Total Number of Accounts
    480
    ACCOUNTS
  • Average Account Value
    $4,552,819
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
Types of Clients
Registered States

CA, CO, IA, IL, NV, NY, TX, WI

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