Overview
Assets Under Management: $180 million
Headquarters: AVON, OH
High-Net-Worth Clients: 2
Average Client Assets: $88 million
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 2
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 98.33
Average High-Net-Worth Client Assets: $88 million
Total Client Accounts: 625
Discretionary Accounts: 625
Regulatory Filings
CRD Number: 135316
Filing ID: 1964487
Last Filing Date: 2025-03-25 10:21:00
Website: https://epsf.com