Epona Financial Solutions
Epona Financial Solutions (CRD# 155591) is a financial advisory firm headquartered in Basking Ridge, NJ. They manage $42,655,029 in 52 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Epona Financial Solutions
By the Numbers
-
Total Assets Under Management43MILLION
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Total Number of Accounts52ACCOUNTS
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Average Account Value$820,289
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
NJ
Financial Advisors at Epona Financial Solutions
1
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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