Epg Incorporated

Epg Incorporated (CRD# 106821) is a financial advisory firm headquartered in Wellesley, MA. They manage $2,927,326,280 in 81 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    2,927
    MILLION
  • Total Number of Accounts
    81
    ACCOUNTS
  • Average Account Value
    $36,139,831
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Publication of periodicals or newsletters
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Epg Incorporated
Showing 1 - 9 of 9 top financial advisors.
1
Jessica G. Asrican
CRD#: 4718739
150 State Street, Boston, MA 02109
93
Wealthminder
score

Jessica Asrican (CRD# 4718739) is an Investment Advisor Representative working at Epg Incorporated in Boston, MA and has over 14 years of experience in the finance industry.

2
Sarah Burzillo
CRD#: 5240930
60 William Street, Wellesley, MA 02481
93
Wealthminder
score

Sarah Burzillo (CRD# 5240930) is an Investment Advisor Representative working at Epg Incorporated in Wellesley, MA and has over 11 years of experience in the finance industry.

3
Frimette T. Field
CRD#: 2930162
150 State Street, Boston, MA 02109
93
Wealthminder
score

Frimette Field (CRD# 2930162) is an Investment Advisor Representative working at Epg Incorporated in Boston, MA and has over 16 years of experience in the finance industry.

4
Stella W. Pang
CRD#: 4362523
150 State Street, Boston, MA 02109
93
Wealthminder
score

Stella Pang (CRD# 4362523) is an Investment Advisor Representative working at Epg Incorporated in Boston, MA and has over 13 years of experience in the finance industry.

5
Jonathan A. Rankin
CRD#: 2279702
60 William Street, Wellesley, MA 02481
93
Wealthminder
score

Jonathan Rankin (CRD# 2279702) is an Investment Advisor Representative working at Epg Incorporated in Wellesley, MA and has over 25 years of experience in the finance industry.

6
Stephen F. Smith
CRD#: 4702911
150 State Street, Boston, MA 02109
93
Wealthminder
score

Stephen Smith (CRD# 4702911) is an Investment Advisor Representative working at Epg Incorporated in Boston, MA and has over 14 years of experience in the finance industry.

7
David L. Thomas
CRD#: 1383731
150 State Street, Boston, MA 02109
93
Wealthminder
score

David Thomas (CRD# 1383731) is an Investment Advisor Representative working at Epg Incorporated in Boston, MA and has over 32 years of experience in the finance industry.

8
Kyle M. Falk
CRD#: 6546410
60 William Street, Wellesley, MA 02481
89
Wealthminder
score

Kyle Falk (CRD# 6546410) is an Investment Advisor Representative working at Epg Incorporated in Wellesley, MA and has over 2 years of experience in the finance industry.

9
Deborah A. McLaughlin
CRD#: 6309986
60 William Street, Wellesley, MA 02481
87
Wealthminder
score

Deborah McLaughlin (CRD# 6309986) is an Investment Advisor Representative working at Epg Incorporated in Wellesley, MA and has 1 year of experience in the finance industry.

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