EPOCH FAMILY WEALTH

EPOCH FAMILY WEALTH is an SEC-registered investment adviser (CRD 286107). Regulatory assets under management: $9.7M.

Registration

• CRD: 286107
• Type: Registered investment adviser
• Phone: 314-312-0280
• Latest filing: 2024-12-06
• Regulatory AUM: $9.7M
• Non-discretionary AUM: $9.7M
• Clients: 1
• Accounts: 9

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 286107 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search