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EPIC PRIVATE WEALTH

Tel: 509-591-0014
1305 Fowler Street
Suite 2c
Richland, Washington  99352

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EPIC PRIVATE WEALTH

EPIC PRIVATE WEALTH is a Richland, Washington based financial advisory firm with nearly $241,587,954 in assets under management and provides investment advisory services for 1656 clients. There are currently 6 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Pesnsion consulting services , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees, Other (PLATFORM FEE AND MONTHLY TECHNOLOGY FEE

Firm CRD#:

281027

SEC#:

801-120618

No. of Clients:

1656

Assets under Management

$241,587,954

No. of Advisors:

6

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