Epic Investment Management

Epic Investment Management (CRD# 155370) is a financial advisory firm headquartered in , . They manage $18,433,626 in 33 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    18
    MILLION
  • Total Number of Accounts
    33
    ACCOUNTS
  • Average Account Value
    $558,595
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
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.

CO, FL

Financial Advisors at Epic Investment Management
Showing 1 - 1 of 1 top financial advisors.
1
John E. Carlson
CRD#: 1435067
Boulder, CO
96
Wealthminder
score

John Carlson (CRD# 1435067) is an Investment Advisor Representative working at Epic Investment Management in Boulder, CO and has over 30 years of experience in the finance industry.

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