Drew
Norman
Epiq Capital Group, LLC
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About this Advisor
Drew Norman is a certified financial planner and chartered financial consultant who works out of San Francisco, California with 1 year of relevant experience. Norman currently works for Epiq Capital Group, LLC. Over the course of their career, Norman has held roles at Frost Brokerage Services, Bbva Compass, Key Bank, Ymca, Dallas Schools, University Of Mississippi, Frost Investment Services, Ubs Financial Services Inc and Epiq Capital Group, LLC. Norman holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can serve investors in Texas. Epiq Capital Group, LLC is a registered investment business based out of San Francisco, CA. It has offices in two locations and a total of 56 people on staff. It has $4 billion in assets between its 828 customer accounts, making it one of the largest financial advisory firms in the nation by assets under management. Of its 828 accounts, 70% belong to high-net-worth investors who have greater than $1 million in investable assets. Epiq Capital Group, LLC performs a few services, including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. A financial advisor's fees largely are based on which service is provided. However, fee types charged by Epiq Capital Group, LLC can include some combination of asset-based, fixed and performance-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Epiq Capital Group, LLC Brokerage Details
$4,381,204,000
56
828
$5,291,309
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
Drew Norman Work History
Drew has been registered as a financial advisor for 1 years.*
Epiq Capital Group, LLC
Ubs Financial Services Inc
Frost Brokerage Services
Frost Investment Services
Bbva Compass
Key Bank
Ymca
University Of Mississippi
Ymca
Dallas Schools
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Drew Norman 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
Dallas, TX
San Francisco, CA
San Francisco, CA
San Francisco, CA
The content in this profile was updated by SmartAsset on 4/16/2023. 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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
