EPIC ADVISORY SERVICES CORP - Financial Advisor in Florida, Boca Raton

Tel: 561-829-2173 1951 Nw 19th Street Suite 203 Boca Raton, Florida 33431

About EPIC ADVISORY SERVICES CORP

EPIC ADVISORY SERVICES CORP is a Boca Raton, Florida based financial advisory firm with nearly $105,843,441 in assets under management and provides investment advisory services for 161 clients. There are currently 24 financial advisors at the firm.

General Information

Firm CRD#:

176526

Firm SEC#:

801-129637

Assets Under Management:

$105,843,441

No. of Clients:

161

No. of Advisors:

Advisory Services Provided:

Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Selection for other advisors

Fee Structure:

A percentage of AUM, Performance Based

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