Epsilon Financial Group

Trust Score 95%
Trust Score info_outline

Last updated: August 11th, 2019. Data source: SEC filings.


Epsilon Financial Group, federally registered in 2003, is a Registered Investment Advisor (RIA) in 4 state(s) with a licensed staff of 4 advisors. Epsilon Financial Group manages $329.5 million and provides investment advisory services for 401 clients (1:101 advisor/client ratio). This firm does not have a disciplinary history.


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Firm Information

Feature Value
Minimum Investment $250,000
Average Client Balance $821,607
Hybrid Advisor No
Disciplinary History No
Total AUM $329.5 million
Advisor / Client Ratio 1:101
Headquarters Fairfield, CA
SEC Filings Forms and Brochures    (CRD # 111990)
State(s) Registered CA, FL, OR, TX

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