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Building 2EPOCH CONSULTING GROUP

Map pinSANTA ROSA, CA
Phone707-524-5800
NotebookSEC #801-63518
Total AUM
$790M
Employees
2
Clients
71

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
2455 BENNETT VALLEY ROAD, SUITE B115
SANTA ROSA
CA 95404
United States
Operating Hours
7:00 TO 5:00
Monday - Friday
Phone
707-524-5800

ReceiptFinancials

Total AUM
$790M
Accounts
71
Discretionary
$0
Accounts
0
Non-Discretionary
$790M
Accounts
71

ContactClients

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Individual Clients
23
AUM
$16.1M
Pension/Profit Sharing Plan Clients
48
AUM
$773.9M

Briefcase businessServices

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Services Offered
Individual Portfolio ManagementPension Consulting
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
CA

HandshakeAffiliates

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

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