Epic Trust Investment Advisors LLC
Epic Trust Investment Advisors LLC (CRD# 281027) is a financial advisory firm headquartered in Richland, WA. They manage $277,441,223 in 1,674 accounts and serve the financial needs of clients across 16 states (or territories).
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Total Assets Under Management277MILLION
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Total Number of Accounts1,674ACCOUNTS
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Average Account Value$165,736
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
AR, AZ, CA, FL, ID, IL, LA, MI, NV, OH, OK, TX, UT, VA, WA, WY
Matthew Baker (CRD# 6334092) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in San Diego, CA and has over 9 years of experience in the finance industry.
Melanie Crane (CRD# 4797513) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 19 years of experience in the finance industry.
Patrick Galloway (CRD# 6454982) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 9 years of experience in the finance industry.
Jeffery Lewis (CRD# 5892152) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 13 years of experience in the finance industry.
Marvin Liebe (CRD# 1065456) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 41 years of experience in the finance industry.
Marc Livernois (CRD# 2204155) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 32 years of experience in the finance industry.
Craig Nelson (CRD# 2536023) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Washington, UT and has over 29 years of experience in the finance industry.
Lori Selby (CRD# 6332040) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 9 years of experience in the finance industry.
Lynn Siewert (CRD# 1057367) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Vancouver, WA and has over 41 years of experience in the finance industry.
Lewis Carpenter (CRD# 5237785) is an Investment Advisor Representative working at Epic Trust Investment Advisors LLC in Richland, WA and has over 14 years of experience in the finance industry.