Episteme Advisors

RIASEC Registered
Total AUM
$1.3M
Discretionary
$1.3M
100% of AUM
Avg account
$625K
Accounts
2
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
153919
Fee structure
Percentage of AUM
Client types
  • Corporations / Businesses80%
  • Individuals20%
Services
Portfolio Management for Individuals

Firm profile

FINTRX

Overview

Episteme Advisors is an independent registered investment advisory firm organized as a corporation and owned by an individual. The firm provides fee-based portfolio management, charging a percentage of assets under management, and lists its primary advisory offering as portfolio management for individuals and small businesses. Its client base includes both individual/family and institutional relationships, and the firm reports no active ESG investing program. Episteme does not act as a capital allocator to external managers and does not identify as a multi-state or newly formed adviser. Its business model is narrowly focused on discretionary portfolio management rather than pension consulting or running related adviser networks.

Assets & Accounts

Investments & Alternatives

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: US Government Bonds 45%, Cash & Cash Equivalents 30%, Exchange Traded Equities 25%45%
  • US Government Bonds45%
  • Cash & Cash Equivalents30%
  • Exchange Traded Equities25%

Owners & executives

1 of 1
  • Paveljit Bindra

    Paveljit Bindra

    Founder & CEOCRD 5797688

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

FINTRX

Location

Primary office

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Location

, null

Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth