Rick
Withers
Epiq Capital Group, LLC
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About this Advisor
Rick Withers is a financial advisor based in San Francisco, California, working with Epiq Capital Group, LLC. Rick has previously held positions at Iconiq Capital, LLC, Epiq Capital Group, LLC, and First Republic Securities Company, LLC. Rick has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Rick 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
Rick Withers Work History
Epiq Capital Group, LLC
Iconiq Capital, LLC
First Republic Securities Company, LLC
Disclosures
Please visit the SEC profile of Rick Withers 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
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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