Unclaimed Profile

Amy Rosen Feldman

E.P.G., INCORPORATED·FRAMINGHAM, Massachusetts

Clean recordE.P.G., INCORPORATED

205 NEWBURY STREET, FRAMINGHAM, MA 01701CRD# 7044475Firm CRD# 106821

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Amy Rosen Feldman · FRAMINGHAM, MA

Registration

CRD #7044475 · E.P.G., INCORPORATED

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

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.

Focus Areas

Specialties

Investment Management

Wealth Management

Client Types

Individuals

Introduction

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Firm Overview

Firm

E.P.G., INCORPORATED

EPG INCORPORATED

AUM

$3.6B

Regulatory assets under management

Employees

Total firm employees

View all advisors at E.P.G., INCORPORATED →

Services

Portfolio management (individuals)

Selection of other advisers

Market timing services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7044475

Firm CRD# 106821

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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