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