Epiq Partners, LLC
Epiq Partners, LLC (CRD# 165139) is a financial advisory firm headquartered in Minneapolis, MN. They manage $267,526,305 in 294 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management268MILLION
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Total Number of Accounts294ACCOUNTS
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Average Account Value$909,953
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Other
MN
Daniel Aronson (CRD# 2408482) is an Investment Advisor Representative working at Epiq Partners, LLC in Minneapolis, MN and has over 30 years of experience in the finance industry.
Benjamin Frey (CRD# 5440951) is an Investment Advisor Representative working at Epiq Partners, LLC in Minneapolis, MN and has over 6 years of experience in the finance industry.
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.
Noah Haverdink (CRD# 6940857) is an Investment Advisor Representative working at Epiq Partners, LLC in Minneapolis, MN and has over 3 years of experience in the finance industry. Noah Haverdink has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.