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Henry Addison Woodruff

Epiq Capital Group, LLC

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About Henry Addison Woodruff

Henry Addison Woodruff is a registered Investment Advisor Representative in Texas and has been in the industry since April 2014. Henry is currently employed by Epiq Capital Group, LLC. Henry has a Series 65 license. Henry specializes in portfolio management for individuals, pooled investment vehicles and businesses. Henry also provides services for selection of other advisers. Henry's previous employers include Iconiq Capital and Epiq Capital Group.

Firm Information

Henry Woodruff 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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Henry Woodruff’s Registration & Firm History

CA

07/22/2022 - Present

Epiq Capital Group, LLC (SAN FRANCISCO CA)

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Licenses & Designations

IA

Issued 06/08/2015

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Henry Addison Woodruff.
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