EPG Incorporated Review

Trust Score 98%
Trust Score info_outline

Last updated: June 26th, 2019. 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
Minimum Investment $0
Average Client Balance $38,434,673
Hybrid Advisor No
Disciplinary History No
Total AUM $2.7 billion
Advisor / Client Ratio 1:12
Headquarters Wellesley, MA
SEC Filings Forms and Brochures    (CRD # 106821)
State(s) Registered MA, NH

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