Katherine
Tallett
Epiq Capital Group, LLC
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About this Advisor
Katherine Tallett is a financial advisor based in San Francisco, California, working with Epiq Capital Group, LLC. Katherine has previously held positions at Fisher Investments, Epiq Capital Group, Vision Financial Group, Toilet Board Coalition, World Food Prize Foundation, Progress Consulting, Drake University, and Xavier High School. Katherine has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Katherine 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 clients. 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
Katherine Tallett Work History
Epiq Capital Group
Fisher Investments
Vision Financial Group
Toilet Board Coalition
World Food Prize Foundation
Progress Consulting
Drake University
Xavier High School
Disclosures
Please visit the SEC profile of Katherine Tallett 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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