EPG Incorporated

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Last updated: February 23rd, 2020. Data source: SEC filings.

EPG Incorporated, federally registered in 1996, is a Registered Investment Advisor (RIA) in 2 state(s) with a licensed staff of 6 advisors. EPG Incorporated manages $2.7 billion and provides investment advisory services for 69 clients (1:12 advisor/client ratio). This firm does not have a disciplinary history.



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Firm Information

Feature Value
Rank (United States) Top 1%
Advisors Directory View Directory
Avg Advisor Years Registered 11
Percentage of Advisors Trusted 71%
Minimum Investment $0
Average Client Balance $38,434,673
Total AUM $2.7 billion
Advisor / Client Ratio 1:12
Headquarters Wellesley, MA
SEC Filings View SEC IAPD CRD #106821
State(s) Registered MA, NH

SEC data last verified 02/23/2020. For the most up-to-date information, please view the applicable SEC and FINRA reports above. By visiting these sites, you are subject to their terms of use (IAPD, BrokerCheck). Any data inaccuracies, please contact our team. All requests for updated information should also be reported directly to the SEC and/or FINRA.