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Building 2EPG INCORPORATED

Map pinFRAMINGHAM, MA
Phone781-235-2666
NotebookSEC #801-51518
Total AUM
$3.2B
Employees
11
Clients
72

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
205 NEWBURY STREET
SUITE 403
FRAMINGHAM
MA 01701
United States
Operating Hours
8:30 A.M. - 5:00 P.M.
Monday - Friday
Phone
781-235-2666

ReceiptFinancials

Total AUM
$3.2B
Accounts
72
Discretionary
$0
Accounts
0
Non-Discretionary
$3.2B
Accounts
72

ContactClients

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HNW Individual Clients
21
AUM
$43.7M
Banking Clients
48
AUM
$3.2B
Charitable Organization Clients
3
AUM
$7.3M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementInstitutional Portfolio ManagementPublications
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
MANH

HandshakeAffiliates

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Affiliates
Reported 1 business affiliate.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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