$48.5M Total AUM
$48.5M Disc. AUM
-- 3Y CAGR
1 Employees
28 ADV. Clients
13 yrs Firm Age
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- Custodian
- Altruist · Prudential · Truist Bank
- Clients
- Retail
- Platforms
- Peak
- Established Date
- 06-22-2012
- Office Locations
- 1
Office Locations
-- Millington NJ
About Epona Financial Solutions
Epona Financial Solutions is a fee-only advisory firm serving the New York metro area and Northern New Jersey, providing financial planning and ongoing investment management, with specialized divorce financial analysis. Led by CFP®/CDFA™ Claudia E. Mott, the firm builds customized portfolios that prominently use public funds and ETFs, and works with custodians such as Altruist. The firm has been featured in outlets including CNBC.
Team overview
-- AVG AGE
$48.5M AVG AUM / ADVISOR
$1.7M AVG AUM / CLIENT
14 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Timber Pathway Zenith
Investment Themes
Element
Investment Vehicles
Ember
Services
Foundation quantum Bridge Element focus
Technology
Element peak
Owner & Executives
CLAUDIA EMILY MOTT
Certified Financial Planner, PRINCIPAL
- CRD
- #1480952
- Ownership
- 75% or more
(295) 473-1671
north.alpha@meridiancapital.com
in linkedin.com/in/peak-horizon
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $48,473,687 | -- |
| Non-Discretionary | $0 | -- |
| Total | $48,473,687 | -- |
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Separately Managed Accounts
Total SMA Asset: $48,473,687
Public Funds:
34.6% Equity - Exchange:
25.2% Cash:
40.2% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,379,540,828 | 34.6% |
| Equity - Exchange | $1,733,075,979 | 25.2% |
| Cash | $2,764,668,823 | 40.2% |
| Total | $6,877,285,630 | 100.0% |