Overview
Assets Under Management: $287 million
Headquarters: MINNEAPOLIS, MN
High-Net-Worth Clients: 61
Average Client Assets: $5 million
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