EPIQ PARTNERS, LLC

2919 Knox Avenue South
Suite 200
Minneapolis, Minnesota 55408
Tel: (612) 843-4800

About EPIQ PARTNERS, LLC

EPIQ PARTNERS, LLC, formally registered with the SEC as EPIQ PARTNERS, LLC. The firm was established in 06/09/2017. They have over 1 offices throughout the country.

EPIQ PARTNERS, LLC is a Minneapolis, Minnesota based Financial Planning firm with nearly $287,206,152 assets under management, offering retirement planning & investment advisory services to 290 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	165139
SEC#	801-110597
Assets Managed by Firm	$287,206,152
No. of Clients	290
No. of Advisors	4

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Other (CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	290	$287,206,152
Individuals (other than high net worth individuals)	20	$6,856,330
High net worth individuals	61	$280,349,822

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