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).

By the Numbers
  • Total Assets Under Management
    268
    MILLION
  • Total Number of Accounts
    294
    ACCOUNTS
  • Average Account Value
    $909,953
Compensation Options
  • A percentage of assets under your management
  • 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
The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Epiq Partners, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Daniel R. Aronson
CRD#: 2408482
2919 Knox Avenue South, Suite 200, Minneapolis, MN 55408

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.

2
Benjamin B. Frey
CRD#: 5440951
2919 Knox Avenue South, Suite 200, Minneapolis, MN 55408

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.

3
Bruce J. Langer
CRD#: 4542811
2919 Knox Avenue South, Suite 200, Minneapolis, MN 55408

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.

4
Noah K. Haverdink
CRD#: 6940857
2919 Knox Avenue South, Suite 200, Minneapolis, MN 55408

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.

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