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EPG INCORPORATED
E.P.G., INCORPORATED
CRD 106821 · SEC 801-51518
205 NEWBURY STREET, SUITE 403, FRAMINGHAM, MA, 01701, United States
Phone
781-235-2666
Fax
781-235-9688
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$3.20B
Discretionary AUM
$0
Team
11 total employees; 4 advisory reps
Clients
—
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Portfolio management (individuals)Portfolio management (institutions)Publication of periodicals
Client types
| Type | Clients | AUM |
|---|---|---|
| High net worth individuals | 21 | $43.7M |
| Banking/thrift institutions | 48 | $3.15B |
| Charitable organizations | 3 | $7.3M |
States served
MA, NH
All web addresses on file
Official SEC filing: View on IAPD