Unclaimed Profile

Nathan Burt

EPIC TRUST INVESTMENT ADVISORS LLC·RICHLAND, Washington

Clean record4 years registeredEPIC TRUST INVESTMENT ADVISORS LLC

1305 FOWLER STREET, RICHLAND, WA 99352CRD# 7340965Firm CRD# 281027

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Nathan Burt · RICHLAND, WA

Registration

CRD #7340965 · EPIC TRUST INVESTMENT ADVISORS LLC · 4 years registered

Brand Profile

Not yet started

Career History

WEALTH MANAGEMENT

Jan 2024 – present

EPIC TRUST INVESTMENT ADVISORS LLC

Mar 2022 – Jul 2024

RICHLAND, WA

Registrations & Exams

Registration record

First registered · March 23, 2022

Years registered · 4

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

EPIC TRUST INVESTMENT ADVISORS LLC

CRD 281027 · SEC 801-120618

AUM

$242M

Regulatory assets under management

Employees

1,656 client accounts

Services offered by EPIC TRUST INVESTMENT ADVISORS LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Publication of periodicals/newsletters

Security ratings or pricing services

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

View all advisors at EPIC TRUST INVESTMENT ADVISORS LLC →

Introduction

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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.

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