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| Message |
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| Happy Holidays!! thanks for using AUM13F!! |
| EPG Incorporated
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|---|---|
| CRD # | 106821 |
| SEC # | 801-51518 |
| CIK # | |
| AUM | $3.5 B (2025-03-26) |
| Employees | 11 (36% Investors, 0% Brokers) |
| Phone | 781-235-2666 |
| Address | 205 Newbury Street Framingham, MA 01701 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($B) |
|---|
| AUM Breakdown | Accounts | AUM ($B) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 0 | 0.0 |
| (b) Individuals (high net worth individuals) | 21 | 0.0 |
| (c) Banking or thrift institutions | 52 | 3.4 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 5 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 76 | 3.5 |
| By Discretionary | ||
| Discretionary | 0 | 0.0 |
| Non-Discretionary | 76 | 3.5 |
| Total | 76 | 3.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 3.5 | |
| Total | 76 | 3.5 |
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|---|---|---|
|
Simplicity Wealth LLC
✚
|
NJ | 3.6 |
|
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MA | 3.6 |
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IL | 3.6 |
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MO | 3.5 |
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|
Halbert Hargrove Global Advisors LLC
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|
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|
FL | 3.5 |
|
Good Life Advisors LLC
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|
Advisory Alpha LLC
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MI | 3.5 |
|
Team Hewins LLC
✚
|
CA | 3.4 |