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Home > Retirement Planners > california > fairfield > EPSILON FINANCIAL GROUP, INC.
EPSILON FINANCIAL GROUP, INC.
2801 Waterman Blvd., Suite 250
Fairfield, California 94534
Tel: 707-428-5500
About EPSILON FINANCIAL GROUP, INC.
EPSILON FINANCIAL GROUP, INC, formally registered with the SEC as EPSILON FINANCIAL GROUP, INC. The firm was established in 10/24/2003. They have over 3 offices throughout the country.
EPSILON FINANCIAL GROUP, INC. is a Fairfield, California based Financial Planning firm with nearly $558,995,143 assets under management, offering retirement planning & investment advisory services to 495 clients. The firm is staffed with 8 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 111990 |
| SEC# | 801-62454 |
| Assets Managed by Firm | $558,995,143 |
| No. of Clients | 495 |
| No. of Advisors | 8 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 495 | $558,995,143 |
| Individuals (other than high net worth individuals) | 342 | $137,466,320 |
| High net worth individuals | 148 | $415,407,638 |
| Pension and profit sharing plans | 5 | $6,121,185 |
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