Epic Financial, LLC
Epic Financial, LLC (CRD# 169410) is a financial advisory firm headquartered in Hudson, OH. They manage $30,928,690 in 64 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management31MILLION
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Total Number of Accounts64ACCOUNTS
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Average Account Value$483,261
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
OH, TX
Financial Advisors at Epic Financial, LLC
1
Andrew Tisler (CRD# 6054015) is an Investment Advisor Representative working at Epic Financial, LLC in Hudson, OH and has 1 year of experience in the finance industry.
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