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Peter A.c. Mattei

EPSILON FINANCIAL GROUP, INC.·FAIRFIELD, California
Clean record12 years registeredEPSILON FINANCIAL GROUP, INC.
2801 WATERMAN BLVD., SUITE 250, FAIRFIELD, CA 94534CRD# 6324717Firm CRD# 111990

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Peter A.c. Mattei · FAIRFIELD, CA
Registration
CRD #6324717 · EPSILON FINANCIAL GROUP, INC. · 12 years registered
Brand Profile
Not yet started
01

Career History

EPSILON FINANCIAL GROUP, INC.
Apr 2014 – present
02

Registrations & Exams

Registration record
First registered · April 15, 2014
Years registered · 12
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
EPSILON FINANCIAL GROUP, INC.
CRD 111990 · SEC 801-62454
AUM
$559M
Regulatory assets under management
Employees
8
495 client accounts
Services offered by EPSILON FINANCIAL GROUP, INC.
Per Form ADV
Financial planning
Portfolio management (individuals)
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at EPSILON FINANCIAL GROUP, INC. →
Introduction

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05

Frequently Asked Questions

What services does Peter A.c. Mattei offer?
Peter A.c. Mattei specializes in Financial Planning, Investment Management. Contact their office in FAIRFIELD, California for a consultation.
What are Peter A.c. Mattei's credentials?
Peter A.c. Mattei is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Peter A.c. Mattei located?
Peter A.c. Mattei 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 Peter A.c. Mattei charge for services?
Peter A.c. Mattei'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.

Mark Scott Sievers
FAIRFIELD, CA
Lowell Craig Gossell
FAIRFIELD, CA
Michael Jeffrey Hathaway
FAIRFIELD, CA
Dennis Pete Park
FAIRFIELD, CA
Leo Frank Martinez
FAIRFIELD, CA

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