Epic Advisory Services Corp is an adviser based in Boca Raton. It manages $8.5 million of regulatory assets for 3 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdiction of Florida.
Epic Advisory Services Corp provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and advisory services to etp (notes). It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Epic Advisory Services Corp is $8.5 million. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Epic Advisory Services Corp for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. The adviser charges an additional fee when a set benchmark is outperformed. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Epic Advisory Services Corp performs its advisory services is located at 2000 Glades Road, Boca Raton, FL 33431, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 561-829-2173 or by fax 561-829-2174. The normal business hours are 9am to 5pm on Monday - Friday.