Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Sean? Claim Your ProfileSean Rumrill is a registered investment advisor representative with Epiq Capital Group, LLC. Sean has been working in the financial industry since 2013 and is currently registered in California. Sean has experience working with high-net-worth individuals and pooled investment vehicles. Epiq Capital Group, LLC offers a range of investment advisory services including portfolio management for individuals, businesses, and pooled investment vehicles.
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.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
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CA
02/01/2025 - Present
Epiq Capital Group, LLC (SAN FRANCISCO CA)
Active
Inactive
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