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Epic Trust Investment Advisors

EST. AUM
$90,000,000

CONTACTS
6

CLIENT ACCOUNTS
560

Firm Details

Metro area Seattle
CRD Number 281027
Website epictrust.com
Client types

Overview

Epic Trust is an SEC-registered investment advisory firm that supports its network of investment advisor representatives. The firm offers financial planning tools and investment portfolios designed to align with clients’ individual objectives. It also provides back-office support and operational services to assist advisors working with businesses and families.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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