EPG INCORPORATED
Firm details
- Headquarters
- FRAMINGHAM, Massachusetts
- CRD number
- 106821
- Registered since
- March 1, 1996
- Website
- www.epgadv.com
- Custodians
- FEDERAL HOME LOAN BANK OF BOSTON
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Banking / Thrift Institutions98.41%
- HNWI1.36%
- Charitable Organizations0.23%
- Services
- Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals
Firm profile
FINTRXOverview
EPG Incorporated is a privately owned advisory firm that has been SEC-registered since 1996. The firm serves both individual and family clients as well as institutional accounts, providing portfolio management for individuals, small businesses and institutions. Its compensation model combines percentage-of-AUM fees with fixed fees, and the firm also engages in the publication of periodicals or newsletters as part of its client communications. According to the available record, EPG does not identify as an active ESG investor, is not a multi-state adviser, and it does not act as a capital allocator or pension consultant.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Sovereign Bonds70%
- US Government Bonds14%
- Exchange Traded Equities7%
- State & Local Bonds7%
- Investment Grade Corp Bonds1%
Owners & executives
1 of 1DANIEL DUBE
SVP, Chief Compliance OfficerCRD 5205789
Contacts
3 of 7JONATHAN RANKIN
Executive Vice President, DirectorCRD 2279702
DAVID THOMAS
PresidentCRD 1383731
Mary-Laura Greely
PartnerCRD 6924058
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
FRAMINGHAM, MA
MIDDLESEX
Location
FRAMINGHAM, MA
Headquartered in FRAMINGHAM, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- MIDDLESEX
- Address
- 205 Newbury St
- Time zone
- ET (UTC-5)
- Office locations
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