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Leo Frank Martinez

EPSILON FINANCIAL GROUP, INC.·FAIRFIELD, California
Clean recordEPSILON FINANCIAL GROUP, INC.
2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA 94534CRD# 4684268Firm CRD# 111990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Leo Frank Martinez · FAIRFIELD, CA
Registration
CRD #4684268 · EPSILON FINANCIAL GROUP, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Leo Frank Martinez is a registered financial advisor based in FAIRFIELD, California, affiliated with EPSILON FINANCIAL GROUP, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
EPSILON FINANCIAL GROUP, INC.
EPSILON FINANCIAL GROUP, INC.
AUM
$559M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at EPSILON FINANCIAL GROUP, INC. →
Services
Financial planning
Portfolio management (individuals)
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Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4684268
Firm CRD# 111990
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Leo Frank Martinez offer?
Leo Frank Martinez specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, California for a consultation.
What are Leo Frank Martinez's credentials?
Leo Frank Martinez is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Leo Frank Martinez located?
Leo Frank Martinez is based in FAIRFIELD, California, working with EPSILON FINANCIAL GROUP, INC.. Their office serves clients in the FAIRFIELD metropolitan area and surrounding communities.
How does Leo Frank Martinez charge for services?
Leo Frank Martinez's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EPSILON FINANCIAL GROUP, INC.?
EPSILON FINANCIAL GROUP, INC. has approximately 8 employees and manages $559M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at EPSILON FINANCIAL GROUP, INC.

Dennis Pete Park
FAIRFIELD, CA
Michael Jeffrey Hathaway
FAIRFIELD, CA
Lowell Craig Gossell
FAIRFIELD, CA
Mark Scott Sievers
FAIRFIELD, CA
Peter A.c. Mattei
FAIRFIELD, CA

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Research
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