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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-21-2002
- Office Locations
- 2
Office Locations
About Epsilon Financial Group, Inc.
Epsilon Financial Group, Inc. is a Fairfield, CA-based RIA focused on comprehensive financial planning and retirement guidance across key life stages (working/saving, pre-retirement, and retirees). The firm supports clients such as professionals and business owners with tax, estate, insurance, and legacy planning, plus portfolio construction and risk management. Portfolios commonly use ETFs and mutual funds, and the firm reports Charles Schwab as a primary custodian.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
MARK SCOTT SIEVERS
Chief Compliance Officer, Chief Executive Officer, President
- CRD
- #1162769
- Ownership
- 50% but less than 75%
MICHAEL JEFFREY HATHAWAY
Financial Advisor
- CRD
- #2945759
- Ownership
- 5% but less than 10%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $612,762,793 | $1,465,940 |
| Non-Discretionary | $13,336,672 | $833,542 |
| Total | $626,099,465 | $1,442,625 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| U.S. Government/Agency | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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