Epsilon Financial Group, Inc.
Firm details
- Headquarters
- Fairfield, California
- CRD number
- 111990
- Registered since
- October 24, 2003
- Website
- www.epsilonfg.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI82.2%
- Individuals14.1%
- Corporations / Businesses3.27%
- Pension & Profit Sharing Plans0.43%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Epsilon Financial Group, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm serves both high-net-worth individuals and families as well as institutional clients, offering financial planning and portfolio management for individuals and small businesses. Its fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not flagged as a multi-state adviser in its regulatory snapshot.
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
- Public Funds/Mutual Funds55%
- Exchange Traded Equities42%
- US Government Bonds6%
- Cash & Cash Equivalents3%
Owners & executives
1 of 1
Mark Sievers
CEOCRD 1162769
Contacts
3 of 4
Leo Martinez
Financial AdvisorCRD 4684268
Michael Hathaway
Financial AdvisorCRD 2945759
Peter Mattei
Financial AdvisorCRD 6324717
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fairfield, CA
Solano
Location
Fairfield, CA
Headquartered in Fairfield, CA, anchoring the San Jose-San Francisco-Oakland, CA metro in the West.
- Metro area
- San Jose-San Francisco-Oakland, CA
- Region
- West
- County
- Solano
- Address
- 2801 Waterman Blvd
- Time zone
- PT (UTC-8)
- Office locations
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