Epg Incorporated

Epg Incorporated (CRD# 106821) is a financial advisory firm headquartered in Framingham, MA. They manage $3,629,497,268 in 78 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
205 Newbury Street, Suite 403, Framingham, MA 01701
https://www.linkedin.com/company/epg-incorporated
By the Numbers
  • Total Assets Under Management
    3,629
    MILLION
  • Total Number of Accounts
    78
    ACCOUNTS
  • Average Account Value
    $46,532,016
Compensation Options
  • A percentage of assets under your management
  • 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
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

MA, NH

Financial Advisors at Epg Incorporated
Showing 1 - 4 of 4 top financial advisors.
1
Jonathan Rankin, financial advisor Framingham MA
Jonathan A. Rankin
CRD#: 2279702
205 Newbury Street, Suite 403, Framingham, MA 01701

Jonathan Rankin (CRD# 2279702) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 31 years of experience in the finance industry.

2
David Thomas, financial advisor Boston MA
David L. Thomas
CRD#: 1383731
150 State Street, Boston, MA 02109

David Thomas (CRD# 1383731) is an Investment Advisor Representative working at Epg Incorporated in Boston, MA and has over 38 years of experience in the finance industry.

3
Elizabeth Loveless, financial advisor Framingham MA
Elizabeth A. Loveless
CRD#: 2564727
205 Newbury Street, Suite 403, Framingham, MA 01701

Elizabeth Loveless (CRD# 2564727) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 24 years of experience in the finance industry.

4
Nicholas Papageorge, financial advisor Framingham MA
Nicholas W. Papageorge
CRD#: 6938318
205 Newbury Street, Suite 403, Framingham, MA 01701

Nicholas Papageorge (CRD# 6938318) is an Investment Advisor Representative working at Epg Incorporated in Framingham, MA and has over 3 years of experience in the finance industry.

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.

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