Epona Financial Solutions

Epona Financial Solutions (CRD# 155591) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $35,536,011 in 48 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    36
    MILLION
  • Total Number of Accounts
    48
    ACCOUNTS
  • Average Account Value
    $740,334
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Epona Financial Solutions
Showing 1 - 1 of 1 top financial advisors.
1
Claudia E. Mott
CRD#: 1480952
Millington, NJ

Claudia Mott (CRD# 1480952) is an Investment Advisor Representative working at Epona Financial Solutions in Millington, NJ and has over 31 years of experience in the finance industry.

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