Federico
Pozzo
Epic Advisory Services Corp
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About this Advisor
Federico Pozzo is a financial advisor based in Boca Raton, Florida, working with Epic Advisory Services Corp. Federico has previously held positions at Compania Sudamericana De Valores, Asset Managers S.A, and Epic Capital Securities. Federico has passed the Series 66 regulatory exam and is registered to provide services in Florida and Georgia. Currently, Federico is part of Epic Advisory Services Corp, which operates out of Boca Raton, Florida. The firm has 24 employees and manages assets totaling $105.8 million. The firm serves high-net-worth clients and offers services including portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, and selection of other advisers. The fee structure at Epic Advisory Services Corp includes asset-based and performance-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epic Advisory Services Corp Brokerage Details
$105,843,441
24
161
$657,413
Investment Advisory Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Federico Pozzo Work History
Asset Managers S.A
Epic Capital Securities
Compania Sudamericana De Valores
Disclosures
Please visit the SEC profile of Federico Pozzo to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Epic Advisory Services Corp
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Boca Raton, FL
Buenos Aires,
Boca Raton, FL
Boca Raton, FL
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