Epoch Consulting Group

Epoch Consulting Group (CRD# 132757) is a financial advisory firm headquartered in Santa Rosa, CA. They manage $380,338,713 in 70 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
2455 Bennett Valley Road, Suite B115, Santa Rosa, CA 95404
http://www.epochconsultinggroup.com
By the Numbers
  • Total Assets Under Management
    380
    MILLION
  • Total Number of Accounts
    70
    ACCOUNTS
  • Average Account Value
    $5,433,410
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
No Advisor Found.

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.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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