AdvisorOS Directory
Claim Profile
NB

Nathan Burt

EPIC TRUST INVESTMENT ADVISORS LLC·RICHLAND, Washington
Unclaimed Profile
1305 FOWLER STREET, RICHLAND, WA 99352CRD# 7340965Firm CRD# 281027
01

About

Nathan Burt is a registered financial advisor based in RICHLAND, Washington, affiliated with EPIC TRUST INVESTMENT ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
EPIC TRUST INVESTMENT ADVISORS LLC
EPIC TRUST INVESTMENT ADVISORS LLC
AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at EPIC TRUST INVESTMENT ADVISORS LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH
Regulatory
SEC/IARD CRD# 7340965
Firm CRD# 281027
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in RICHLAND?

Browse all registered financial advisors in RICHLAND, Washington or claim this profile if it's yours.

Browse RICHLAND AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Nathan Burt offer?
Nathan Burt specializes in Financial Planning, Investment Management. Contact their office in RICHLAND, Washington for a consultation.
What are Nathan Burt's credentials?
Nathan Burt is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Nathan Burt located?
Nathan Burt is based in RICHLAND, Washington, working with EPIC TRUST INVESTMENT ADVISORS LLC. Their office serves clients in the RICHLAND metropolitan area and surrounding communities.
How does Nathan Burt charge for services?
Nathan Burt's firm is compensated through percentage of aum, hourly charges, subscription fees, other: platform fee and monthly technology feeh. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EPIC TRUST INVESTMENT ADVISORS LLC?
EPIC TRUST INVESTMENT ADVISORS LLC has approximately 6 employees and manages $242M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in RICHLAND
Steven Mitchell King — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Robert Arpke Mcbride — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Caryle Eileen Brown — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Robin Renee Gould — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.Jerry Keith Christensen — CHRISTENSEN, KING & ASSOCIATES INVESTMENT SERVICES, INC.
Nearby cities in Washington
SEATTLE (905)BELLEVUE (345)SPOKANE (98)VANCOUVER (76)TACOMA (62)
City Guides
SEATTLE GuideBELLEVUE GuideSPOKANE GuideVANCOUVER GuideTACOMA Guide
Research
Advisor Fees in WashingtonNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile