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EPSILON FINANCIAL GROUP, INC.
CRD 111990 · SEC 801-62454
2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA, 94534, United States
Phone
707-428-5500
Fax
707-428-5519
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$626.1M
Discretionary AUM
$612.8M
Team
8 total employees; 5 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-19
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 264 | $88.3M |
| High net worth individuals | 164 | $514.6M |
| Pension/profit sharing plans | 2 | $2.7M |
| Corporations/business entities | 4 | $20.5M |
States served
AZ, CA, ID, NV, OR, WA, TX, FL
All web addresses on file
Official SEC filing: View on IAPD