Epic Retirement Plan Services
$56.4M reported client assets across 2 advisory firms in FY2020 annual amendments
| Advisory firm | RAUM at custodian | Firm total AUM | Share | As of |
|---|---|---|---|---|
| Accel Wealth Management Llc | $56.0M | $615M | 9.1% | 01/26/2021 |
| Williams Financial, Llc | $417K | $131M | 0.3% | 02/22/2021 |
From Form ADV Schedule D 5.K.(3): custodians named at the 10%-of-SMA-assets threshold, with reported dollar amounts. "Share" is reported amount as a share of the firm's total regulatory AUM.