EPIC ADVISORY SERVICES CORP
CRD #176526 SEC #801-129637 BOCA RATON, FL 561-829-2173
SEC Registered
Total AUM
$121.1M
Discretionary
$4.6M
Employees
24
Clients
0
Accounts
177
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $121.1M | $4.6M | $116.5M | 24 | 0 |
| Nov 2024 | $105.8M | $15.7M | $90.2M | 24 | 0 |
| Feb 2024 | $105.8M | $15.7M | $90.2M | 24 | 0 |
| Feb 2024 | $105.8M | $15.7M | $90.2M | 24 | 0 |
| Jan 2016 | $8.5M | $4.7M | $3.8M | 2 | 1 |
| Dec 2015 | $8.5M | $4.7M | $3.8M | 2 | 1 |
DateMar 2025
Total AUM$121.1M
Discretionary$4.6M
Non-Disc.$116.5M
Employees24
Clients0
DateNov 2024
Total AUM$105.8M
Discretionary$15.7M
Non-Disc.$90.2M
Employees24
Clients0
DateFeb 2024
Total AUM$105.8M
Discretionary$15.7M
Non-Disc.$90.2M
Employees24
Clients0
DateFeb 2024
Total AUM$105.8M
Discretionary$15.7M
Non-Disc.$90.2M
Employees24
Clients0
DateJan 2016
Total AUM$8.5M
Discretionary$4.7M
Non-Disc.$3.8M
Employees2
Clients1
DateDec 2015
Total AUM$8.5M
Discretionary$4.7M
Non-Disc.$3.8M
Employees2
Clients1