Katelyn
Mcintyre
Epiq Capital Group, LLC
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About this Advisor
Katelyn Mcintyre is a certified financial planner based in Dallas, Texas with a total of 2 years of relevant experience. Mcintyre is an employee of Epiq Capital Group, LLC. Throughout their career, Mcintyre has worked at Ab Bernstein, Ernst And Young, Orbitz Worldwide, Sprout Social, University Of Texas At Austin, Edelman, Epiq Capital Group, LLC, Southern Methodist University and Tolleson Wealth Management. Mcintyre holds a Series 63 license, designating them as a securities broker, and is registered to work in Texas. Epiq Capital Group, LLC is a financial advisory company headquartered in San Francisco, CA. The investment advisory business has offices in two locations and a total of 56 employees. It manages $4 billion in assets among its 828 client accounts, making it one of the biggest financial advisory firms in the country by assets under management. Of its 828 customer accounts, 70% belong to high-net-worth investors who have greater than $1 million in assets. The business performs a set of services, such as portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles and portfolio management for institutional clients. Financial advisory fees depend on which services the firm provides the client. Fees billed by Epiq Capital Group, LLC likely consist of any blend 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
Katelyn Mcintyre Work History
Katelyn has been registered as a financial advisor for 2 years.*
Epiq Capital Group, LLC
Tolleson Wealth Management
Ab Bernstein
Southern Methodist University
Ernst And Young
Orbitz Worldwide
Sprout Social
Edelman
University Of Texas At Austin
*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 Katelyn Mcintyre 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
Dallas, TX
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.
