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Epogee Capital Management, LLC

Headquartered in MIDDLETON, MA

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Firm Information

Epogee Capital Management, LLC is an investment advisor providing portfolio management services for individuals and selecting other advisors. They are located in and have 2 investment advisor representatives. The firm is registered with the SEC and has a website at https://epogeecapital.com/.

Epogee Capital Management, LLC

Not reported

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

EPOGEE CAPITAL MANAGEMENT, LLC has a total of 1 branch locations across the country.
location

MIDDLETON, MA

Advisors at Epogee Capital Management, LLC

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Mark Michael Cunningham

RA

BOSTON, MA

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Jay Clark Warner

CFA®, RA

BOSTON, MA

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Disclosures

There are no public disclosures for Epogee Capital Management, LLC.

Frequently Asked Questions (4)

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