Epsilon Financial Group, Inc.
Epsilon Financial Group, Inc. is an SEC-registered wealth manager in Fairfield, CA with $626.1M assets under management (AUM, regulatory AUM), +13% over one year. See who owns Epsilon Financial Group, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 111990, SEC 801-62454, data through 2026-06-29.
- AUM (assets under management / regulatory AUM)
- $626.1M (2026-06-29)
- Firm type
- Wealth Manager
- Location
- Fairfield, CA
- Employees
- 8
- Clients
- 434
- CRD
- 111990
- Ownership
- SIEVERS, MARK, SCOTT; GOSSELL, LOWELL, CRAIG; PARK, DENNIS, PETE; HATHAWAY, MICHAEL, JEFFREY; MARTINEZ, LEO, FRANK
How much AUM does Epsilon Financial Group, Inc. have?
Epsilon Financial Group, Inc. reported $626.1M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-29).
Who owns Epsilon Financial Group, Inc.?
Disclosed owners and executives of Epsilon Financial Group, Inc. include SIEVERS, MARK, SCOTT, GOSSELL, LOWELL, CRAIG, PARK, DENNIS, PETE, HATHAWAY, MICHAEL, JEFFREY, MARTINEZ, LEO, FRANK. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.