EPG Incorporated

RIASEC RegisteredEst. 1996

Total AUM

$3.2B

Discretionary

$0

0% of AUM

Avg account

$44.5M

Accounts

72

Employees

11

Advisory reps

8

Firm details

Headquarters: Framingham, Massachusetts
CRD number: 106821
Registered since: March 1, 1996
Website: www.epgadv.com
Custodians: FEDERAL HOME LOAN BANK OF BOSTON
Fee structure: Percentage of AUM, Fixed Fees
Client types: Banking / Thrift Institutions98.41%
HNWI1.36%
Charitable Organizations0.23%
Services: Portfolio Management for IndividualsPortfolio Management for Institutional ClientsPublication of Periodicals

Firm profile

FINTRX

Overview

EPG Incorporated is an individually owned, SEC‑registered institutional RIA that has been registered since 1996. The firm serves both high‑net‑worth individuals and families as well as institutional clients, delivering portfolio management for individuals/small businesses and for businesses or institutions. Its advisory model includes both percentage‑of‑AUM and fixed‑fee arrangements, and the firm also publishes periodicals or newsletters as part of its activities. EPG does not identify as an active ESG investor.

Assets & Accounts

Investments & Alternatives

Read the full firm profile in FINTRX →

Investment profile

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

CRM & tech providers

TAMPs used

Clients

Client base

Client personas

Asset composition

Sovereign Bonds70%
US Government Bonds14%
Exchange Traded Equities7%
State & Local Bonds7%
Investment Grade Corp Bonds1%

Owners & executives

1 of 1

Daniel Dube
SVP, Chief Compliance OfficerCRD 5205789

Contacts

3 of 7

Jonathan Rankin
Executive Vice President, DirectorCRD 2279702
David Thomas
PresidentCRD 1383731
Mary-Laura Greely
PartnerCRD 6924058

Unlock 4 more contacts →

Wealth teams

Newly hired reps

Recent M&A activity

Recent filings

Awards

Primary office

Framingham, MA

Middlesex

Location

Framingham, MA

Headquartered in Framingham, MA, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.

Metro area: Boston-Worcester-Providence, MA-RI-NH-CT
Region: Northeast
County: Middlesex
Address: 205 Newbury St
Time zone: ET (UTC-5)
Office locations

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