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Building 2EPIQ PARTNERS, LLC

Map pinMINNEAPOLIS, MN
Phone(612) 843-4800
NotebookSEC #801-110597
Total AUM
$290.9M
Employees
6
Clients
93

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2919 KNOX AVENUE SOUTH
SUITE 200
MINNEAPOLIS
MN 55408
United States
Operating Hours
8:00AM - 5:00PM (CT)
Monday - Friday
Phone
(612) 843-4800

ReceiptFinancials

Total AUM
$290.9M
Accounts
318
Discretionary
$290.9M
Accounts
318
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
20
AUM
$4.9M
HNW Individual Clients
73
AUM
$286M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
CONSULTING
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MNTX

HandshakeAffiliates

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Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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