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EPSILON FINANCIAL GROUP, INC.

FAIRFIELD, CA · CRD 111990 · IAPD ↗ · 707-428-5500

$626.1MRegulatory AUM
5Advisory reps
8Employees
0Clients
51-100Planning clients
0Private funds
8States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

70
April 2024 — EPSILON FINANCIAL GROUP, INC. crossed $500M in regulatory AUM ($466.0M -> $559.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.