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).
Total Assets Under Management416MILLION
Total Number of Accounts74ACCOUNTS
Average Account Value$5,623,440
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
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.