Maxwell Bottene (CRD# 7261134) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has 1 year of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Epiq Capital Group, LLC | San Francisco, CA | Aug 2023 - Current | < 1 |
| Rbc Capital Markets, LLC | San Francisco, CA | Aug 2021 - Aug 2023 | 2 |
| Unemployed | Walnut Creek, CA | Oct 2020 - Aug 2021 | < 1 |
| Rbc Wealth Management | Walnut Creek, CA | Jun 2020 - Oct 2020 | < 1 |
| Unemployed | Walnut Creek, CA | Jan 2010 - Jun 2020 | 10 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2022 |
- CA
-
Total Assets Under Management4,356MILLIONS
-
Total Number of Accounts827ACCOUNTS
-
Average Account Value$5,266,869
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
CA, CO, FL, NV, NY, TX
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