EPG INCORPORATED

205 Newbury Street
Suite 403
Framingham, Massachusetts 01701
Tel: 781-235-2666

About EPG INCORPORATED

EPG INCORPORATED, formally registered with the SEC as EPG INCORPORATED. The firm was established in 03/01/1996. They have over 1 offices throughout the country.

EPG INCORPORATED is a Framingham, Massachusetts based Financial Planning firm with nearly $3,629,497,268 assets under management, offering retirement planning & investment advisory services to 78 clients. The firm is staffed with 13 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	106821
SEC#	801-51518
Assets Managed by Firm	$3,629,497,268
No. of Clients	78
No. of Advisors	13

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Publication of periodicals and newsletters

Firm Client Information

	No. of Clients	AUM
Firm Total	78	$3,629,497,268
High net worth individuals	21	$38,827,756
Charitable organizations	5	$6,444,392

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