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EPI FINANCIAL GROUP
EPI FINANCIAL GROUP LLC
CRD 174160
5700 CROOKS RD., SUITE 340, TROY, MI, 48098-2809, United States
Phone
248-281-1500
Fax
248-281-1112
Registration
— (—)
Source
State registered
Total AUM
$8.6M
Discretionary AUM
$8.6M
Team
7 total employees; 5 advisory reps; 450 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Fixed fees; REFERRAL FEES
Org form
Limited Liability Company
Filing date
2026-05-21
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 65 | $8.6M |
All web addresses on file
Official SEC filing: View on IAPD