EPIPHANLY ADVISORY, LLC
Firm details
- Headquarters
- AVENTURA, Florida
- CRD number
- 324466
- Registered since
- December 16, 2022
Firm profile
FINTRXOverview
Epiphanly Advisory, LLC is organized as a limited liability company and is SEC-registered (2022). Its filings and activity profile indicate the firm functions primarily as a sponsor/manager of pooled investment vehicles and carries CPO/CTA-related responsibilities rather than operating as a traditional retail-focused registered investment adviser. The firm is classified as unclassified for regulatory purposes and is owned by an individual. Epiphanly is not flagged as an active ESG investor and is not registered as a multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
3 of 3VLADIMIR EFROS
PartnerCRD 4426735
LAWRENCE PROSS
Managing MemberCRD 2538614
LEON ROZENFELD
Managing MemberCRD 3237054
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
AVENTURA, FL
MIAMI DADE
Location
AVENTURA, FL
Headquartered in AVENTURA, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- MIAMI DADE
- Address
- 20803 Biscayne Blvd
- Time zone
- ET (UTC-5)
- Office locations
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