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E.P.G., INCORPORATED
E.P.G., INCORPORATED
EPG INCORPORATED
FRAMINGHAM, Massachusetts
·
5 registered advisors
·
CRD# 106821
SEC# 801-51518
0
781-235-2666
01
Firm Overview
AUM
$3.6B
Regulatory assets under management
Employees
13
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Portfolio management (individuals)
Selection of other advisers
Market timing services
Compensation
Percentage of AUM
Subscription fees
03
Specialties
Investment Management
Wealth Management
04
Advisors at E.P.G., INCORPORATED
5 registered advisors
David Lawrence Thomas
FRAMINGHAM, Massachusetts
CRD# 1383731
Deborah Ann Mclaughlin
WELLESLEY, Massachusetts
CRD# 6309986
Jonathan Alan Rankin
FRAMINGHAM, Massachusetts
CRD# 2279702
Lawrence Teitelbaum
WELLESLEY, Massachusetts
CRD# 7031596
Stella Wing Chung Pang
FRAMINGHAM, Massachusetts
CRD# 4362523
05
Office Locations
FRAMINGHAM, Massachusetts
3 advisors
WELLESLEY, Massachusetts
2 advisors
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Data sourced from SEC Form ADV filings. E.P.G., INCORPORATED (CRD# 106821) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.