Brian
Jennings
Epiq Capital Group, LLC
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About this Advisor
Brian Jennings is a financial advisor based in Dallas, Texas, working with Epiq Capital Group, LLC. Brian has previously held positions at Epiq Capital Group, LLC and Xavier University. Brian has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Brian is part of Epiq Capital Group, LLC, which operates out of Dallas, Texas. 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
Brian Jennings Work History
Epiq Capital Group, LLC
Xavier University
Disclosures
Please visit the SEC profile of Brian Jennings 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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