Epiq Partners, LLC

Epiq Partners, LLC (CRD# 165139) is a financial advisory firm headquartered in Minneapolis, MN. They manage $110,258,403 in 128 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    110
    MILLION
  • Total Number of Accounts
    128
    ACCOUNTS
  • Average Account Value
    $861,394
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

MN

Financial Advisors at Epiq Partners, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Bruce J. Langer
CRD#: 4542811
3100 West Lake Street, Suite 435, Minneapolis, MN 55416
103
Wealthminder
score

Bruce Langer (CRD# 4542811) is an Investment Advisor Representative working at EPIQ Partners, LLC in Minneapolis, MN and has over 13 years of experience in the finance industry.

 

EPIQ partners with successful and complex families.  We bring a partnership mentality to all of our relationships and work to be authentic and thoughful in all matters of stewardship to our clients and their financial well being.

2
Daniel R. Aronson
CRD#: 2408482
2919 Knox Avenue South, Suite 200, Minneapolis, MN 55408
96
Wealthminder
score

Daniel Aronson (CRD# 2408482) is an Investment Advisor Representative working at Epiq Partners, LLC in Minneapolis, MN and has over 24 years of experience in the finance industry.

3
Benjamin B. Frey
CRD#: 5440951
2919 Knox Avenue South, Suite 200, Minneapolis, MN 55408
87
Wealthminder
score

Benjamin Frey (CRD# 5440951) is an Investment Advisor Representative working at Epiq Partners, LLC in Minneapolis, MN and has 1 year of experience in the finance industry.

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