RIA Intel›Advisers›Massachusetts›E.P.G., INCORPORATED

E.P.G., INCORPORATED

Advisory

N·FRAMINGHAM, MA

Data as of Mar 26, 2026 · Source: SEC Form ADV

Total AUM
$3.2B
1-Year AUM Growth
-3.8%
3-Year CAGR
+7.3%
Employees
4
Assets Under Management
Total AUM$3.2B
Discretionary AUM$0
Non-Discretionary AUM$3.2B
Discretionary %0%
Total Clients78
Team
Total Employees4
Investment Advisers11
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record49
First FilingFeb 28, 2001
Latest FilingMar 26, 2026
🔒 Full AUM trend chart and 49 historical filings spanning 25+ years
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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