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Leo Frank Martinez

EPSILON FINANCIAL GROUP, INC.·FAIRFIELD, California
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2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA 94534CRD# 4684268Firm CRD# 111990
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
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)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 4684268
Firm CRD# 111990
No disclosures on file
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 in FAIRFIELD
Mark Scott Sievers — EPSILON FINANCIAL GROUP, INC.Dennis Pete Park — EPSILON FINANCIAL GROUP, INC.Lowell Craig Gossell — EPSILON FINANCIAL GROUP, INC.Randy Charles Benning — BENNING FINANCIAL GROUP, LLCPeter A.c. Mattei — EPSILON FINANCIAL GROUP, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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