Epi Advisors, LLC

Epi Advisors, LLC (CRD# 174160) is a financial advisory firm headquartered in Southfield, MI. They serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    0
    MILLION
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MI

Financial Advisors at Epi Advisors, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Jack S. Wood
CRD#: 2304987
24680 Swanson Road, Southfield, MI 48033
88
Wealthminder
score

Jack Wood (CRD# 2304987) is an Investment Advisor Representative working at Epi Advisors, LLC in Southfield, MI and has over 3 years of experience in the finance industry.

2
Richard J. Crandall
CRD#: 5694537
24680 Swanson Road, Southfield, MI 48033
81
Wealthminder
score

Richard Crandall (CRD# 5694537) is an Investment Advisor Representative working at Epi Advisors, LLC in Southfield, MI and has over 7 years of experience in the finance industry.

3
Anthony D. Bagneschi
CRD#: 4487939
24680 Swanson Road, Southfield, MI 48033
65
Wealthminder
score

Anthony Bagneschi (CRD# 4487939) is an Investment Advisor Representative working at Epi Advisors, LLC in Southfield, MI and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.