E.p.g., Incorporated

● SEC registered since 1996CRD 106821SEC# 801-51518Framingham, MA

Export (members)

Reg. AUM

$3.48B

Employees

Accounts

Location

Framingham, MA

E.p.g., Incorporated assets under management

E.p.g., Incorporated is an investment advisory firm registered with the SEC based in Framingham, MA. The firm has been registered since 1996. It reports $3.5 billion in regulatory assets under management and employs 11 people.

www.linkedin.com/company/epg-incorporated View on SEC.gov ↗

E.p.g., Incorporated owners & executives

6 reported

Name	Title	Ownership	Since
Allan Robert Dwyer	Shareholder	10-25%	1996
Daniel Bruce Dube Control	Chief Compliance Officer	Under 5%	2008
David Lawrence Thomas Control	President, Director	50-75%	1996
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Frequently asked questions

How much does E.p.g., Incorporated manage?

E.p.g., Incorporated reports $3.5 billion in regulatory assets under management on its Form ADV.

How many employees does E.p.g., Incorporated have?

E.p.g., Incorporated reports 11 employees.

Where is E.p.g., Incorporated located?

E.p.g., Incorporated is based in Framingham, MA and has been SEC-registered since 1996.

Does E.p.g., Incorporated disclose fund performance?

E.p.g., Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address	205 Newbury Street, Suite 403, Framingham, MA 01701
Phone	781-235-2666
Fax	781-235-9688
Office hours	8:30 a.m. - 5:00 p.m.
SEC region	Boston Regional Office (BRO)
Discloses disciplinary history	No

Assets under management

Discretionary	—
Non-discretionary	$3.48B
Total (RAUM)	$3.48B