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Building 2EPSILON FINANCIAL GROUP, INC.

Map pinFAIRFIELD, CA
Phone707-428-5500
NotebookSEC #801-62454
Total AUM
$626.1M
Employees
8
Clients
434

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2801 WATERMAN BLVD., SUITE 250
FAIRFIELD
CA 94534
United States
Operating Hours
8:30 AM TO 5:30 PM
Monday - Friday
Phone
707-428-5500
Other Offices
2

ReceiptFinancials

Total AUM
$626.1M
Accounts
434
Discretionary
$612.8M
Accounts
418
Non-Discretionary
$13.3M
Accounts
16

ContactClients

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Individual Clients
264
AUM
$88.3M
HNW Individual Clients
164
AUM
$514.6M
Pension/Profit Sharing Plan Clients
2
AUM
$2.7M
Corporation or Business Clients
4
AUM
$20.5M

Briefcase businessServices

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Services Offered
Financial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNVORTXWA

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

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