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Building 2EPIC CAPITAL WEALTH ADVISORS

Map pinHEBER CITY, UT
Phone435-657-2436
NotebookSEC #801-131349
Total AUM
$0
Employees
1
Clients
10

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
345 W. 600 S.
#115
HEBER CITY
UT 84032
United States
Operating Hours
9-5
Monday - Friday
Phone
435-657-2436

ReceiptFinancials

Total AUM
$0
Accounts
0
Discretionary
$0
Accounts
0
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1
AUM
$0
HNW Individual Clients
1
AUM
$0
Banking Clients
1
AUM
$0
Pension/Profit Sharing Plan Clients
1
AUM
$0
Charitable Organization Clients
1
AUM
$0
Government Entity Clients
1
AUM
$0
Investment Advisor Clients
1
AUM
$0
Insurance Company Clients
1
AUM
$0
Sovereign Wealth Fund Clients
1
AUM
$0
Corporation or Business Clients
1
AUM
$0

Briefcase businessServices

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Services Offered
EducationFinancial PlanningIndividual Portfolio ManagementMarket Timing
Compensation Types
Charges CommissionCharges Hourly FeeCharges Other FeeCharges Percentage AUMCharges Subscription Fee
Other Compensation
SOLICITOR FEES

Shield checkCompliance

Disclosures
Dismissed Civil Action (Settlement)Other Regulator Denial/Suspension/RevocationOther Regulator Order (Past 10 Years)
State Registrations

None reported

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

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