Melanie
Zakrzewski

Epiq Capital Group, LLC

CRD#7260328
Investment Advisor
in San Francisco, CA

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About this Advisor

Melanie Zakrzewski is a financial advisor based in San Francisco, California, working with Epiq Capital Group, LLC. Melanie has previously held positions at Cornerstone, Welk Resort Group, Inc, European Wax Center, and Epiq Capital Group, LLC. Melanie has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Melanie 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

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Fixed Fees, Performance-based Fees

Office Location

1 Lombard St. #200
San Francisco, CA 94111

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Epiq Capital Group, LLC Brokerage Details

Total Assets Under Management

$4,938,787,000

CA Average: $7,578,581,321
Total Number of Employees

60

CA Average: 43
Total Number of Accounts

896

CA Average: 3,727
Average Account Size

$5,512,039

CA Average: $2,033,427

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

Melanie Zakrzewski Work History

2020 - Present (4 years)

Epiq Capital Group, LLC

2019 - 2020 (1 year)

Cornerstone

2018 - 2019 (1 year)

Welk Resort Group, Inc

2013 - 2018 (5 years)

European Wax Center

Disclosures

Please visit the SEC profile of Melanie Zakrzewski 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

Henry Woodruff
San Francisco, CA
Peter Zanino
San Francisco, CA
William Dugan
San Francisco, CA
Drew Norman
San Francisco, CA
Jed Clark
San Francisco, CA
Scott Mcwilliams
San Francisco, CA
Austin Quinn
San Francisco, CA
Michael Grimmer
San Francisco, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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