Overview
Assets Under Management: $554 million
Headquarters: FAIRFIELD, CA
High-Net-Worth Clients: 149
Average Client Assets: $3 million
Frequently Asked Questions
EPSILON FINANCIAL GROUP, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #111990), EPSILON FINANCIAL GROUP, INC. is subject to fiduciary duty under federal law.
EPSILON FINANCIAL GROUP, INC. is headquartered in FAIRFIELD, CA.
EPSILON FINANCIAL GROUP, INC. serves 149 high-net-worth clients according to their SEC filing dated March 20, 2025. View client details ↓
According to their SEC Form ADV, EPSILON FINANCIAL GROUP, INC. offers financial planning and portfolio management for individuals. View all service details ↓
EPSILON FINANCIAL GROUP, INC. manages $554 million in client assets according to their SEC filing dated March 20, 2025.
According to their SEC Form ADV, EPSILON FINANCIAL GROUP, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 149
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 73.76
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 495
Discretionary Accounts: 483
Non-Discretionary Accounts: 12
Regulatory Filings
CRD Number: 111990
Filing ID: 1938437
Last Filing Date: 2025-03-20 17:17:00
Website: https://wealthmatters.com