Epi Financial Group

Epi Financial Group (CRD# 174160) is a financial advisory firm headquartered in Troy, MI. They manage $2,826,749 in 26 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
5700 Crooks Rd., Suite 340, Troy, MI 48098
https://epifinancialgroup.com
By the Numbers
  • Total Assets Under Management
    3
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $108,721
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, LA, MI, OH, TN, TX

Financial Advisors at Epi Financial Group
Showing 1 - 3 of 3 top financial advisors.
1
Richard Crandall, financial advisor Troy MI
Richard J. Crandall
CRD#: 5694537
5700 Crooks Rd., Suite 340, Troy, MI 48098

Richard Crandall (CRD# 5694537) is an Investment Advisor Representative working at Epi Financial Group in Troy, MI and has over 14 years of experience in the finance industry.

2
John Batts, financial advisor Troy MI
John T. Batts
CRD#: 4070788
5700 Crooks Rd., Suite 340, Troy, MI 48098

John Batts (CRD# 4070788) is an Investment Advisor Representative working at Epi Financial Group in Troy, MI and has over 15 years of experience in the finance industry.

3
Justin Hathaway, financial advisor Troy MI
Justin D. Hathaway
CRD#: 7384879
5700 Crooks Rd., Suite 340, Troy, MI 48098

Justin Hathaway (CRD# 7384879) is an Investment Advisor Representative working at Epi Financial Group in Troy, MI and has over 2 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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