Epsilon Financial Group, Inc.
● SEC registered since 2003CRD 111990SEC# 801-62454Fairfield, CA
Reg. AUM
$626.1M
Employees
8
Accounts
434
Location
Fairfield, CA
Epsilon Financial Group, Inc. assets under management
Epsilon Financial Group, Inc. operates as an SEC-registered investment adviser based in Fairfield, CA. The firm has been registered since 2003. It reports $626.1 million in regulatory assets under management and employs 8 people.
Epsilon Financial Group, Inc. owners & executives
5 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Dennis Pete Park Control | Assistant Secretary | 5-10% | 2023 |
| Leo Frank Martinez Control | Secretary | 5-10% | 2023 |
| Mark Scott Sievers Control | President, Chief Compliance Officer | 50-75% | 2005 |
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Join to unlock · $37/moFrequently asked questions
How much does Epsilon Financial Group, Inc. manage?
Epsilon Financial Group, Inc. reports $626.1 million in regulatory assets under management on its Form ADV.
How many employees does Epsilon Financial Group, Inc. have?
Epsilon Financial Group, Inc. reports 8 employees.
Where is Epsilon Financial Group, Inc. located?
Epsilon Financial Group, Inc. is based in Fairfield, CA and has been SEC-registered since 2003.
Does Epsilon Financial Group, Inc. disclose fund performance?
Epsilon Financial Group, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 2801 Waterman Blvd., Suite 250, Fairfield, CA 94534 |
| Phone | 707-428-5500 |
| Fax | 707-428-5519 |
| Office hours | 8:30 a.m. To 5:30 p.m. |
| SEC region | San Francisco Regional Office (SFRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$626.1M▲ 13%
Mar '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 43%
Larger than 57% of 16,271 advisers
EmployeesTop 47%
More than 53% of 16,825 advisers
Assets under management
$626.1Mregulatory AUM
Discretionary $612.8MNon-discretionary $13.3M