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
Ryan Leamy (CRD# 7305597) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 3 years of experience in the finance industry.
Katelyn McIntyre (CRD# 6859741) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Dallas, TX and has over 6 years of experience in the finance industry.
Jennifer O'neal (CRD# 7408258) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Chase Phelps (CRD# 7409466) is an Investment Advisor Representative working at Epiq Capital Group, LLC in San Francisco, CA and has over 2 years of experience in the finance industry.
Austin Quinn (CRD# 7784183) is an Investment Advisor Representative working at Epiq Capital Group, LLC in Dallas, TX and has 1 year of experience in the finance industry.
Justin Renaudin (CRD# 3248640) 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.
Katherine Tallett (CRD# 7295161) 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.
Cyrrus Wyant-Fassihi (CRD# 7597601) 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.