Cyrrus
Wyant-Fassihi
Epiq Capital Group, LLC
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About this Advisor
Cyrrus Wyant-Fassihi is a financial advisor based in San Francisco, California, working with Epiq Capital Group, LLC. Cyrrus has previously held positions at Epiq Capital Group, LLC, Hearthstone Assisted Living, University Of Oregon, and Beaverton School District. Cyrrus has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Cyrrus is part of Epiq Capital Group, LLC, which operates out of San Francisco, California. The firm has 2 offices and 60 employees. The firm manages assets totaling $4.9 billion and serves high-net-worth individuals. The services offered by the firm include portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Epiq Capital Group, LLC includes asset-based, fixed, and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epiq Capital Group, LLC Brokerage Details
$4,938,787,000
60
896
$5,512,039
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Cyrrus Wyant-Fassihi Work History
Epiq Capital Group, LLC
University Of Oregon
Hearthstone Assisted Living
Beaverton School District
Disclosures
Please visit the SEC profile of Cyrrus Wyant-Fassihi to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Epiq Capital Group, LLC
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
San Francisco, CA
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