EPIC PRIVATE WEALTH - Financial Advisor in Washington, Richland

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

About 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

Firm CRD#:

281027

Firm SEC#:

801-120618

Assets Under Management:

$241,587,954

No. of Clients:

1656

No. of Advisors:

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 FEEH)

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