Overview
Assets Under Management: $287 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 61
Average Client Assets: $5 million
Frequently Asked Questions
EPIQ PARTNERS, 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 #165139), EPIQ PARTNERS, LLC is subject to fiduciary duty under federal law.
EPIQ PARTNERS, LLC is headquartered in MINNEAPOLIS, MN.
EPIQ PARTNERS, LLC serves 61 high-net-worth clients according to their SEC filing dated February 14, 2025. View client details ↓
According to their SEC Form ADV, EPIQ PARTNERS, LLC offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
EPIQ PARTNERS, LLC manages $287 million in client assets according to their SEC filing dated February 14, 2025.
According to their SEC Form ADV, EPIQ PARTNERS, LLC serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients
Clients
Number of High-Net-Worth Clients: 61
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 97.61
Average High-Net-Worth Client Assets: $5 million
Total Client Accounts: 290
Discretionary Accounts: 290
Regulatory Filings
CRD Number: 165139
Last Filing Date: 2025-02-14 00:00:00
Website: https://epiqpartnersllc.com