E.p.g., Incorporated
● SEC registered since 1996CRD 106821SEC# 801-51518Framingham, MA
Reg. AUM
$3.2B
Employees
11
Accounts
72
Location
Framingham, MA
E.p.g., Incorporated assets under management
E.p.g., Incorporated is an investment advisory firm registered with the SEC based in Framingham, MA. The firm has been registered since 1996. It reports $3.2 billion in regulatory assets under management and employs 11 people.
E.p.g., Incorporated owners & executives
6 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Allan Robert Dwyer | Shareholder | 10-25% | 1996 |
| Daniel Bruce Dube Control | Chief Compliance Officer | Under 5% | 2008 |
| David Lawrence Thomas Control | President, Director | 50-75% | 1996 |
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Join to unlock · $37/moFrequently asked questions
How much does E.p.g., Incorporated manage?
E.p.g., Incorporated reports $3.2 billion in regulatory assets under management on its Form ADV.
How many employees does E.p.g., Incorporated have?
E.p.g., Incorporated reports 11 employees.
Where is E.p.g., Incorporated located?
E.p.g., Incorporated is based in Framingham, MA and has been SEC-registered since 1996.
Does E.p.g., Incorporated disclose fund performance?
E.p.g., Incorporated is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 205 Newbury Street, Suite 403, Framingham, MA 01701 |
| Phone | 781-235-2666 |
| Fax | 781-235-9688 |
| Office hours | 8:30 a.m. - 5:00 p.m. |
| SEC region | Boston Regional Office (BRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$3.2B▼ 8%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 17%
Larger than 83% of 16,271 advisers
EmployeesTop 38%
More than 62% of 16,825 advisers
Assets under management
$3.2Bregulatory AUM
Discretionary $0Non-discretionary $3.2B