Epiq Capital Group, LLC
Epiq Capital Group, LLC (CRD# 292526) is a financial advisory firm headquartered in San Francisco, CA. They manage $4,938,787,000 in 896 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management4,939MILLION
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Total Number of Accounts896ACCOUNTS
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Average Account Value$5,512,039
- 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
- Selection of other advisers (including private fund managers)
CA, CO, FL, NV, NY, TX
Chad Boeding (CRD# 4262607) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 23 years of experience in the finance industry.
Jed Clark (CRD# 5002342) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 18 years of experience in the finance industry.
William Dugan (CRD# 6724258) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 7 years of experience in the finance industry.
Breanne Funk (CRD# 4434487) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Reno, NV and has over 21 years of experience in the finance industry.
Christopher Jackson (CRD# 5764678) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Scott McWilliams (CRD# 6450834) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.
Mckenzie Paquette (CRD# 6062998) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Dallas, TX and has over 11 years of experience in the finance industry.
Mark Poelma (CRD# 6037320) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 11 years of experience in the finance industry.
Rick Withers (CRD# 5379401) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 14 years of experience in the finance industry.
Henry Woodruff (CRD# 5603667) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 8 years of experience in the finance industry.