Epg Wealth Management LLC

Epg Wealth Management LLC (CRD# 302075) is a financial advisory firm headquartered in Atlanta, GA. They manage $642,643,943 in 1,458 accounts and serve the financial needs of clients across 15 states (or territories).

Current Firm Details
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305
http://www.eastpacesgroup.com
By the Numbers
  • Total Assets Under Management
    643
    MILLION
  • Total Number of Accounts
    1,458
    ACCOUNTS
  • Average Account Value
    $440,771
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AL, CA, CO, FL, GA, LA, NC, NE, NJ, NY, OR, SC, TN, TX, VA

Financial Advisors at Epg Wealth Management LLC
Showing 1 - 10 of 14 top financial advisors.
1
Richard Artzi, financial advisor Atlanta GA
Richard O. Artzi
CRD#: 2955145
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Richard Artzi (CRD# 2955145) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 26 years of experience in the finance industry.

2
Matthew Canine, financial advisor Atlanta GA
Matthew W. Canine
CRD#: 4996000
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Matthew Canine (CRD# 4996000) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 18 years of experience in the finance industry.

3
David Curry, financial advisor Atlanta GA
David G. Curry
CRD#: 4506561
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

David Curry (CRD# 4506561) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

4
Burwell Geiger, financial advisor Acworth GA
Burwell S. Geiger
CRD#: 1506946
Acworth, GA

Burwell Geiger (CRD# 1506946) is an Investment Advisor Representative working at Epg Wealth Management LLC in Acworth, GA and has over 37 years of experience in the finance industry.

5
Thomas James, financial advisor Atlanta GA
Thomas E. James
CRD#: 5409735
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Thomas James (CRD# 5409735) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 16 years of experience in the finance industry.

6
David Jones, financial advisor Atlanta GA
David S. Jones
CRD#: 4494427
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

David Jones (CRD# 4494427) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

7
David McInnis, financial advisor Atlanta GA
David M. McInnis
CRD#: 4399381
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

David McInnis (CRD# 4399381) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 22 years of experience in the finance industry.

8
Danny Moore, financial advisor Amelia Island FL
Danny L. Moore
CRD#: 2662931
Amelia Island, FL

Danny Moore (CRD# 2662931) is an Investment Advisor Representative working at Epg Wealth Management LLC in Amelia Island, FL and has over 26 years of experience in the finance industry.

9
Mark Reffett, financial advisor Atlanta GA
Mark A. Reffett
CRD#: 5894110
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Mark Reffett (CRD# 5894110) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 11 years of experience in the finance industry.

10
Rodolfo Rodriguez, financial advisor Atlanta GA
Rodolfo E. Rodriguez
CRD#: 4259619
309 East Paces Ferry Rd Ne, Ste 900, Atlanta, GA 30305

Rodolfo Rodriguez (CRD# 4259619) is an Investment Advisor Representative working at Epg Wealth Management LLC in Atlanta, GA and has over 23 years of experience in the finance industry.

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Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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