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Amy Rosen Feldman

E.P.G., INCORPORATED·FRAMINGHAM, Massachusetts
Unclaimed Profile
205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 7044475Firm CRD# 106821
01

About

Amy Rosen Feldman is a registered financial advisor based in FRAMINGHAM, Massachusetts, affiliated with E.P.G., INCORPORATED. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Investment Management
Wealth Management
Client Types
Individuals
03

Firm Overview

Firm
E.P.G., INCORPORATED
EPG INCORPORATED
AUM
$3.6B
Regulatory assets under management
Employees
13
Total firm employees
View all advisors at E.P.G., INCORPORATED →
Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7044475
Firm CRD# 106821
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Amy Rosen Feldman offer?
Amy Rosen Feldman specializes in Investment Management, Wealth Management. Contact their office in FRAMINGHAM, Massachusetts for a consultation.
What are Amy Rosen Feldman's credentials?
Amy Rosen Feldman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Amy Rosen Feldman located?
Amy Rosen Feldman is based in FRAMINGHAM, Massachusetts, working with E.P.G., INCORPORATED. Their office serves clients in the FRAMINGHAM metropolitan area and surrounding communities.
How does Amy Rosen Feldman charge for services?
Amy Rosen Feldman's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is E.P.G., INCORPORATED?
E.P.G., INCORPORATED has approximately 13 employees and manages $3.6B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in FRAMINGHAM
Mary-Laura Greely — E.P.G., INCORPORATEDAllan Robert Dwyer — E.P.G., INCORPORATEDMiles Arnone — CANNON CAPITAL, LPStella Wing Chung Pang — E.P.G., INCORPORATEDDaniel Bruce Dube — E.P.G., INCORPORATED
Nearby cities in Massachusetts
BOSTON (4228)CAMBRIDGE (266)WALTHAM (210)WELLESLEY (201)NEWTON (143)
City Guides
BOSTON GuideCAMBRIDGE GuideWALTHAM GuideWELLESLEY GuideNEWTON Guide
Research
Advisor Fees in MassachusettsNational Fee Analysis
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