EPI FINANCIAL GROUP

EPI FINANCIAL GROUP of TROY, MI is an SEC-registered investment adviser (CRD 174160). Regulatory assets under management: $9.2M.

Registration

• CRD: 174160
• Type: Registered investment adviser
• Location: 5700 CROOKS RD., TROY, MI, 48098-2809
• Phone: 248-281-1500
• Latest filing: 2026-08-04
• Regulatory AUM: $9.2M
• Discretionary AUM: $9.2M
• Clients: 6
• Accounts: 137

Business model

Compensation: % of AUM, Fixed, Other.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 174160 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search