Epic Investment Management

Epic Investment Management (CRD# 155370) is a financial advisory firm headquartered in , . They manage $33,470,390 in 21 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
http://www.epicinvest.us
By the Numbers
  • Total Assets Under Management
    33
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $1,593,828
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
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 Carlson, financial advisor Boulder CO
John E. Carlson
CRD#: 1435067
Boulder, CO

John Carlson (CRD# 1435067) is an Investment Advisor Representative working at Epic Investment Management in Boulder, CO and has over 38 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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