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.
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 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. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
William Alan Eickhuff has been acting as President since 1 Jun 1983. William Alan Eickhoff joined the executive team most recently as the President.
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.