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EPIQ Partners

EST. AUM
$290,914,339

CONTACTS
4

CLIENT ACCOUNTS
318

Firm Details

Metro area Minneapolis
CRD Number 165139
Website epiqpartnersllc.com
Client types

Overview

EPIQ Partners, LLC is a boutique investment office for successful families and their related interests. EPIQ Services: - Investment Counsel - Portfolio Management - Solution Driven Advice EPIQ Differences: - Intimacy and Advocacy (Maximum Client to Advisor Ratio of 30:1) - Fee-for-Service Relationship Model (Retainer-Based Fees) - Committed Managing Partners (We Invest in the same Opportunities Sharing the Risk and Rewards) EPIQ Strategies: - EPIQ Appreciation - EPIQ Income - EPIQ Preservation

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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