Robert
Spalding
Epic Trust Investment Advisors LLC
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About this Advisor
Robert Spalding is a financial advisor based in Chicago, Illinois, working with Epic Trust Investment Advisors LLC. Robert has previously held positions at Stadheim & Grear, LTD, Evati, Inc, Evati Advisory Services, LLC, Epic Trust Investment Advisors, LLC, and Epic Advisor Tech, Inc. Robert has passed the Series 65 regulatory exam and is registered to provide services in Illinois and Washington. Currently, Robert is part of Epic Trust Investment Advisors LLC, which operates out of Chicago, Illinois. The firm has 1 office and 6 employees. The firm manages assets totaling $277.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Epic Trust Investment Advisors LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Epic Trust Investment Advisors LLC Brokerage Details
$277,441,223
6
1,674
$165,735
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Robert Spalding Work History
Epic Trust Investment Advisors, LLC
Epic Advisor Tech, Inc
Evati, Inc
Evati Advisory Services, LLC
Stadheim & Grear, LTD
Disclosures
Please visit the SEC profile of Robert Spalding 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 Trust Investment Advisors LLC
Richland, WA
Richland, WA
Richland, WA
Chicago, IL
Richland, WA
Richland, WA
Richland, WA
Richland, WA
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