E
$134.3M Total AUM
$10.1M Disc. AUM
-- 3Y CAGR
23 Employees
179 ADV. Clients
10 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Pershing
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 02-26-2016
- Office Locations
- 3
Office Locations
1951 NW 19th Street Suite 203 Boca Raton FL
-- Buenos Aires --
-- Hingham MA
About Epic Advisory Services Corp
Epic Advisory Services Corp is a Boca Raton-based RIA with 3 offices. The firm has been operating for 10 years. Managing $134.3M in total assets under management, with 19 advisory representatives. They custody assets with Pershing.
Team overview
56 AVG AGE
$7.1M AVG AUM / ADVISOR
$750.0K AVG AUM / CLIENT
5.9 yrs AVG TENURE
23 Employees
19 Advisory Reps
7 RIA Reps
10yrs Firm Age
Insights
Available
Available
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Asset Classes
Available
Client Personas
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Owner & Executives
P
PABLO MANUEL CAIROLI
Chief Executive Officer
- CRD
- #4024225
- Ownership
- Less than 5%
Available
Available
Available
THOMAS MARTIN NILSSON
Chief Compliance Officer, Chief Operating Officer, President
- CRD
- #6157841
- Ownership
- Less than 5%
Available
Available
Available
Showing 2 of 2 owners & executives
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LUCAS MARIA BREA
--
- CRD
- #6610365
Available
Available
Available
M
Mauricio Ibarra
--
- CRD
- #6656029
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $10,111,922 | $1,444,560 |
| Non-Discretionary | $124,142,285 | $721,757 |
| Total | $134,254,207 | $750,024 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available Other:
Available Corporate - Non-Investment Grade:
Available Sovereign Bonds:
Available U.S. Government/Agency:
Available Other:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Sovereign Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Other | Available | Available |
| Total | Available | Available |
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