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Epic Advisory Services Corp

● SEC registered since 2024CRD 176526SEC# 801-129637Boca Raton, FL
Export (members)
Reg. AUM
$121.1M
Employees
24
Accounts
177
Location
Boca Raton, FL

Epic Advisory Services Corp assets under management

Epic Advisory Services Corp operates as an SEC-registered investment adviser based in Boca Raton, FL. The firm has been registered since 2024. It reports $121.1 million in regulatory assets under management and employs 24 people.

Epic Advisory Services Corp owners & executives

5 reported
NameTitleOwnershipSince
Pablo Manuel Cairoli ControlCeo25-50%2015
T@w Technology at Work Holdings Inc ControlOwnerOver 75%2011
Thomas Martin NilssonPresident, CcoUnder 5%2015
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Frequently asked questions

How much does Epic Advisory Services Corp manage?

Epic Advisory Services Corp reports $121.1 million in regulatory assets under management on its Form ADV.

How many employees does Epic Advisory Services Corp have?

Epic Advisory Services Corp reports 24 employees.

Where is Epic Advisory Services Corp located?

Epic Advisory Services Corp is based in Boca Raton, FL and has been SEC-registered since 2024.

Does Epic Advisory Services Corp disclose fund performance?

Epic Advisory Services Corp is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1951 NW 19th Street, Suite 203, Boca Raton, FL 33431
Phone561-829-2173
Fax561-829-2174
Office hours9a.m. To 5p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$4.6M
Non-discretionary$116.5M
Total (RAUM)$121.1M