EPOCH CONSULTING GROUP

SANTA ROSA, California·1 registered advisor·CRD# 132757
SEC# 801-635180707-524-5800
01

Firm Overview

AUM
$790M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Portfolio management (individuals)
Publication of periodicals/newsletters
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Investment Management
04

Advisors at EPOCH CONSULTING GROUP

1 registered advisor
Rick Lane Tasker
SANTA ROSA, California
05

Office Locations

SANTA ROSA, California
1 advisor

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors
Data sourced from SEC Form ADV filings. EPOCH CONSULTING GROUP (CRD# 132757) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.