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| Epic Advisory Services Corp
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| |
|---|---|
| CRD # | 176526 |
| SEC # | 801-129637 |
| CIK # | |
| AUM | $105.8 MM (2024-02-27) |
| Employees | 24 (83% Investors, 71% Brokers) |
| Phone | 561-829-2173 |
| Address | 1951 NW 19th Street Boca Raton, FL 33431 |
| Source | [IAPD] [Website] |
| Total AUM ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($MM) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 126 | 36.2 |
| (b) Individuals (high net worth individuals) | 33 | 60.3 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 1 | 8.9 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.4 |
| (n) Other | 0 | 0.0 |
| Total | 161 | 105.8 |
| By Discretionary | ||
| Discretionary | 14 | 15.7 |
| Non-Discretionary | 147 | 90.2 |
| Total | 161 | 105.8 |
| By Non-United States Persons | ||
| Non-United States Persons | 102.5 | |
| United States Persons | 3.3 | |
| Total | 161 | 105.8 |
| Comparable Firms | State | AUM ($BB) |
|---|---|---|
|
Sklar Capital Advisors LLC
✚
|
NM | 0.1 |
|
Hanseatic Management Services Inc
✚
|
NM | 0.1 |
|
Clarity Investments Planning LLC
✚
|
NY | 0.1 |
|
Wimmer Consulting LLC
✚
|
TX | 0.1 |
|
van Clemens Wealth Management LLC
✚
|
MN | 0.1 |
|
Brooklawn Capital Advisors LLC
✚
|
NY | 0.1 |
|
Heritage Asset Management LLC
✚
|
MO | 0.1 |
|
JMA Financial Advisors Inc
✚
|
TX | 0.1 |
|
Epic Wealth Management LLC
✚
|
OK | 0.1 |
|
Insight Wealth Strategies LP
✚
|
CA | 0.1 |