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Epsilon Financial Group, Inc.

● SEC registered since 2003CRD 111990SEC# 801-62454Fairfield, CA
Export (members)
Reg. AUM
$554.1M
Employees
8
Accounts
495
Location
Fairfield, CA

Epsilon Financial Group, Inc. assets under management

Epsilon Financial Group, Inc. operates as an SEC-registered investment adviser based in Fairfield, CA. The firm has been registered since 2003. It reports $554.1 million in regulatory assets under management and employs 8 people.
www.linkedin.com/company/epsilon-financial-groupView on SEC.gov ↗

Epsilon Financial Group, Inc. owners & executives

5 reported
NameTitleOwnershipSince
Dennis Pete Park ControlAssistant Secretary5-10%2023
Leo Frank Martinez ControlSecretary5-10%2023
Mark Scott Sievers ControlPresident, Chief Compliance Officer50-75%2005
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Frequently asked questions

How much does Epsilon Financial Group, Inc. manage?

Epsilon Financial Group, Inc. reports $554.1 million in regulatory assets under management on its Form ADV.

How many employees does Epsilon Financial Group, Inc. have?

Epsilon Financial Group, Inc. reports 8 employees.

Where is Epsilon Financial Group, Inc. located?

Epsilon Financial Group, Inc. is based in Fairfield, CA and has been SEC-registered since 2003.

Does Epsilon Financial Group, Inc. disclose fund performance?

Epsilon Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2801 Waterman Blvd., Suite 250, Fairfield, CA 94534
Phone707-428-5500
Fax707-428-5519
Office hours8:30 a.m. To 5:30 p.m.
SEC regionSan Francisco Regional Office (SFRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$551.6M
Non-discretionary$2.5M
Total (RAUM)$554.1M