Breanne
Funk
Epiq Capital Group, LLC
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About this Advisor
Breanne Funk is a financial advisor based in Reno, Nevada, working with Epiq Capital Group, LLC. Breanne has previously held positions at Merrill Lynch, Pierce, Fenner & Smith Inc, Bank Of America, N.A, and Epiq Capital Group LLC. Breanne has passed the Series 66 regulatory exam and is registered to provide services in Nevada. Currently, Breanne is part of Epiq Capital Group, LLC, which operates out of Reno, Nevada. 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
Breanne Funk Work History
Epiq Capital Group LLC
Bank Of America, N.A
Merrill Lynch, Pierce, Fenner & Smith Inc
Disclosures
Please visit the SEC profile of Breanne Funk 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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