Overview
Assets Under Management: $248 million
Headquarters: RICHLAND, WA
High-Net-Worth Clients: 60
Average Client Assets: $2 million
Frequently Asked Questions
EPIC TRUST INVESTMENT ADVISORS LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #281027), EPIC TRUST INVESTMENT ADVISORS LLC is subject to fiduciary duty under federal law.
EPIC TRUST INVESTMENT ADVISORS LLC is headquartered in RICHLAND, WA.
EPIC TRUST INVESTMENT ADVISORS LLC serves 60 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, EPIC TRUST INVESTMENT ADVISORS LLC offers financial planning, portfolio management for individuals, pension consulting services, and selection of other advisors. View all service details ↓
EPIC TRUST INVESTMENT ADVISORS LLC manages $248 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, EPIC TRUST INVESTMENT ADVISORS LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Investment Advisor Selection
Clients
Number of High-Net-Worth Clients: 60
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 50.42
Average High-Net-Worth Client Assets: $2 million
Total Client Accounts: 766
Discretionary Accounts: 766
Regulatory Filings
CRD Number: 281027
Filing ID: 1955008
Last Filing Date: 2025-03-20 10:52:00
Website: https://gscomplianceconsulting.com