Epoch Consulting Group

Epoch Consulting Group (CRD# 132757) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $416,134,555 in 74 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    416
    MILLION
  • Total Number of Accounts
    74
    ACCOUNTS
  • Average Account Value
    $5,623,440
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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.

CA

Financial Advisors at Epoch Consulting Group
Showing 1 - 1 of 1 top financial advisors.
1
Rick L. Tasker
CRD#: 728427
2455 Bennett Valley Road, Suite B115, Santa Rosa, CA 95404
63
Wealthminder
score

Rick Tasker (CRD# 728427) is an Investment Advisor Representative working at Epoch Consulting Group in Santa Rosa, CA and has over 36 years of experience in the finance industry.

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