EPIC TRUST INVESTMENT ADVISORS LLC

RICHLAND, Washington·4 registered advisors·CRD# 281027
SEC# 801-1206181509-591-0014
01

Firm Overview

AUM
$242M
Regulatory assets under management
Employees
6
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: PLATFORM FEE AND MONTHLY TECHNOLOGY FEEH
03

Specialties

Financial PlanningInvestment Management
04

Advisors at EPIC TRUST INVESTMENT ADVISORS LLC

4 registered advisors
Jeffery Paul Lewis
RICHLAND, Washington
Lori Ann Selby
RICHLAND, Washington
Nathan Burt
RICHLAND, Washington
Tyson Reil
RICHLAND, Washington
05

Office Locations

RICHLAND, Washington
4 advisors

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Data sourced from SEC Form ADV filings. EPIC TRUST INVESTMENT ADVISORS LLC (CRD# 281027) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.