Epiq Partners, LLC

RIASEC Registered
Total AUM
$291M
Discretionary
$291M
100% of AUM
Avg account
$915K
Accounts
318
Employees
6
Advisory reps
5

Firm details

Headquarters
Minneapolis, Minnesota
CRD number
165139
Registered since
June 9, 2017
Website
be-epiq.com
Custodians
CHARLES SCHWAB & CO., INC., FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure
Percentage of AUM, Fixed Fees
Client types
  • HNWI98.31%
  • Individuals1.69%
Services
Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional Clients

Firm profile

FINTRX

Overview

Epiq Partners, LLC is an independent, individual-owned registered investment adviser (SEC-registered in 2017) that focuses on planning and portfolio management for individuals, families, small businesses and institutions. The firm charges clients either a percentage of assets under management or fixed fees and provides financial planning alongside discretionary portfolio management. Epiq does not present itself as a capital allocator or pension consultant and is not positioned as an ESG-focused or multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices

Read the full firm profile in FINTRX →

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 53%, Exchange Traded Equities 33%, State & Local Bonds 8%, US Government Bonds 2%, Investment Grade Corp Bonds 2%, Cash & Cash Equivalents 2%53%
  • Public Funds/Mutual Funds53%
  • Exchange Traded Equities33%
  • State & Local Bonds8%
  • US Government Bonds2%
  • Investment Grade Corp Bonds2%

Owners & executives

1 of 1
  • Benjamin Frey

    Benjamin Frey

    Partner, COO/CCOCRD 5440951

Contacts

3 of 4
  • Bruce Langer

    Bruce Langer

    Managing PartnerCRD 4542811

  • Daniel Aronson

    Daniel Aronson

    Co-FounderCRD 2408482

  • Benjamin Lazarus

    Benjamin Lazarus

    Partner, Wealth StrategistCRD 6188979

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 42

Active vs passive

$129M in ETFs

Passive

79%

$102M

Active

19%

$27.7M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES RUSSELL 3000 ETF (IWV)BlackRockPassiveLarge Blend$32.2M74,54524.90%
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Location

Primary office

Minneapolis, MN

Hennepin

Location

Minneapolis, MN

Headquartered in Minneapolis, MN, anchoring the Minneapolis-St. Paul, MN-WI metro in the Midwest.

Metro area
Minneapolis-St. Paul, MN-WI
Region
Midwest
County
Hennepin
Address
2919 Knox Ave S
Time zone
CT (UTC-6)
Office locations

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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth