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Breanne M Funk

Epiq Capital Group, LLC

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About Breanne M Funk

Breanne Funk is an Investment Advisor Representative at Epiq Capital Group, LLC, with a focus on providing financial planning and portfolio management services to individuals and pooled investment vehicles. Breanne has been in the financial services industry since 2002, previously working at Merrill Lynch, Pierce, Fenner & Smith Incorporated. Breanne holds Series 66 and Series 7 licenses. Breanne has extensive experience working with high-net-worth individuals and is committed to providing her clients with personalized, tailored advice.

Firm Information

Breanne Funk is currently registered with Epiq Capital Group, LLC. Epiq Capital Group, LLC is an investment advisor based in San Francisco, CA. The firm manages approximately $4.94 billion in assets for 896 clients. They offer a variety of investment services including portfolio management for individuals, businesses, and pooled investment vehicles. The firm also provides advisory services for the selection of other advisors.
Epiq Capital Group, LLC

1 LOMBARD ST. #200

SAN FRANCISCO, CA 94111

$4.94B

Assets Under Management

Not reported

Total Clients

29

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

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Breanne Funk’s Registration & Firm History

NV

03/09/2021 - Present

Epiq Capital Group, LLC (RENO NV)

CA

02/06/2002 - 11/01/2018

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (SAN FRANCISCO CA)

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Licenses & Designations

BOTH

Issued 06/06/2002

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/05/2002

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Breanne M Funk.
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