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Building 2EPIC ADVISORY SERVICES CORP

Map pinBOCA RATON, FL
Phone561-829-2173
NotebookSEC #801-96233
Total AUM
$8.5M
Employees
2
Clients
0

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2000 GLADES ROAD
SUITE 210
BOCA RATON
FL 33431
United States
Operating Hours
9AM TO 5PM
Monday - Friday
Phone
561-829-2173

ReceiptFinancials

Total AUM
$8.5M
Accounts
3
Discretionary
$4.7M
Accounts
1
Non-Discretionary
$3.8M
Accounts
2

ContactClients

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None reported

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
ADVISORY SERVICES TO ETP (NOTES)
Compensation Types
Charges Hourly FeeCharges Percentage AUMCharges Performance-Based

Shield checkCompliance

Disclosures

None reported

State Registrations
FL

HandshakeAffiliates

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Affiliates
Reported 5 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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