Epw Investment Management Inc (Tampa)

Name: Epw Investment Management Inc
Address: 400 N Tampa St Ste 2650, Tampa, FL, 33602
Telephone: [813]229-2180

Epw Investment Management Inc is a large advisory firm based in Tampa. It manages $184.3 million of regulatory assets for 361 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Alabama, Florida, Tennessee, Texas, and Vermont.

Epw Investment Management provides portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, and portfolio management for businesses and institutional clients. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Epw Investment Management: assets under management

The assets under management (AUM) of Epw Investment Management Inc is $184.3 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -47% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $184.3 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $510.53 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Epw Investment Management Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Epw Investment Management Inc

William Alan Eickhuff has been acting as President since 1 Jun 1983. William Alan Eickhoff joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William Alan Eickhuff	Chairman/ceo	1 Jun 1983	Other	2732360
John Herold Pieper	President/director	1 Jun 1983	Other	4345344
William Alan Eickhoff	Chairman/ceo	1 Jun 1983	Other	2732360
John Paul Willoughby	Secretary/director	1 Jan 1990	Other	4345349
Inc. United Financial Holdings	Owner	1 Jan 1996	75% - 100%	59-2156002
Neil W Savage	Director	1 Jun 1996	Other	1335026
Ward John Curtis	Director	1 Jun 1996	Other	2320840
Victor Price Leavengood	Director	1 Jun 1996	Other	4345367
Kenneth David Fullerton	Director	1 Jun 1996	Other	865416
Mark T. Mahaffey	Director	1 Jun 1996	Other	4345376
Steven Lee Wolfe	Business manager	1 Dec 1998	Other	4345354
William Battle Mcqueen	Director	1 Apr 2000	Other	4345383
Robert Joseph Banks	Director	1 Apr 2001	Other	1879397
Edward Dean Foreman	Director	1 Apr 2002	Other	4630991
Synovus Financial Corp	Owner	1 Mar 2003	75% - 100%	58-1134883
William Alan Eickhoff	President	1 Jul 2003	Other	2732360
John Herold Pieper	Executive vice president	1 Jul 2003	Other	4345344
Scott Lewis Pieper	Secretary/director	1 Jul 2003	Other	4683764
Sabal Holdings Inc.	Owner	1 Jul 2003	75% - 100%	56-2358697
Susan S. Mittermayr	Director	1 Jul 2003	Other	4683883
Robert H. Willis	Director	1 Jul 2003	Other	4683894
Raymond P. Smith	Director	1 Jul 2003	Other	4683871

Based in Tampa

The principal office where Epw Investment Management Inc performs its advisory services is located at 400 N Tampa St Ste 2650, Tampa, FL 33602, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number [813]229-2180 or by fax [813]223-7646. The normal business hours are 8:30am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at www.epw-advisors.com.