EPL INVESTMENT ADVISORY LLC

Overview

EPL Investment Advisory LLC is a small, privately owned advisory firm focused on serving individual and family clients. The firm's practice combines financial advisory work with licensed activities in related professional fields: it lists real estate brokerage, insurance brokerage, and accounting among its business functions. Advisory services include portfolio management for individuals and small businesses, portfolio management for businesses or institutions, and pension consulting. Fee arrangements are mixed — percentage of assets under management, hourly charges, and fixed fees are all part of the firm's pricing toolkit. The firm does not identify as an active ESG investor.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices