E.P.G., INCORPORATED
Legal name: EPG INCORPORATED
CRD #106821 SEC #801-51518 FRAMINGHAM, MA 781-235-2666
SEC Registered
Total AUM
$3.5B
Discretionary
$0
Employees
11
Clients
--
Accounts
76
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $3.5B | $0 | $3.5B | 11 | 0 |
| Mar 2024 | $3.6B | $0 | $3.6B | 13 | 0 |
| Mar 2023 | $3.8B | $0 | $3.8B | 13 | 0 |
| Mar 2023 | $3.8B | $0 | $3.8B | 14 | 0 |
| Apr 2022 | $4.5B | $0 | $4.5B | 13 | 0 |
| Apr 2022 | $4.5B | $0 | $4.5B | 13 | 0 |
| Mar 2022 | $4.5B | $0 | $4.5B | 13 | 0 |
| Feb 2022 | $2.9B | $0 | $2.9B | 13 | 0 |
| Dec 2021 | $2.9B | $0 | $2.9B | 13 | 0 |
| Mar 2021 | $2.9B | $0 | $2.9B | 13 | 0 |
| Jun 2020 | $2.6B | $0 | $2.6B | 12 | 0 |
| Mar 2020 | $2.6B | $0 | $2.6B | 12 | 0 |
| Dec 2019 | $2.7B | $0 | $2.7B | 12 | 0 |
| Mar 2019 | $2.7B | $0 | $2.7B | 12 | 0 |
| Nov 2018 | $2.8B | $0 | $2.8B | 10 | 0 |
| Mar 2018 | $2.9B | $0 | $2.9B | 9 | 0 |
| Jan 2018 | $2.9B | $0 | $2.9B | 9 | 40 |
| Mar 2017 | $2.9B | $0 | $2.9B | 9 | 26 |
| Mar 2016 | $2.8B | $0 | $2.8B | 9 | 26 |
| Sep 2015 | $3B | $0 | $3B | 9 | 26 |
| Jan 2015 | $3B | $0 | $3B | 9 | 26 |
| May 2014 | $2.6B | $0 | $2.6B | 7 | 26 |
| Mar 2014 | $2.6B | $0 | $2.6B | 7 | 26 |
| May 2013 | $2.7B | $0 | $2.7B | 8 | 26 |
| Mar 2013 | $2.7B | $0 | $2.7B | 8 | 26 |
| May 2012 | $3B | $0 | $3B | 6 | 26 |
| Apr 2012 | $3B | $0 | $3B | 6 | 26 |
| Mar 2011 | $2.6B | $0 | $2.6B | 10 | -- |
| Mar 2011 | $2.6B | $0 | $2.6B | 10 | -- |
| Jul 2010 | $2.2B | $0 | $2.2B | 10 | -- |
| Oct 2009 | $2.5B | $12.1M | $2.5B | 10 | -- |
| Sep 2009 | $2.5B | $12.1M | $2.5B | 10 | -- |
| May 2009 | $2.5B | $12.1M | $2.5B | 10 | -- |
| Feb 2009 | $2.7B | $15.3M | $2.7B | 10 | -- |
| Oct 2007 | $2.5B | $12.6M | $2.4B | 10 | -- |
| Sep 2007 | $2.5B | $12.6M | $2.4B | 10 | -- |
| Mar 2007 | $2.5B | $12.6M | $2.4B | -- | -- |
| Aug 2004 | $2.8B | $9.5M | $2.8B | -- | -- |
| Mar 2004 | $2.8B | $11.6M | $2.8B | -- | -- |
| Apr 2002 | $2.5B | $9.1M | $2.4B | 10 | -- |
DateMar 2025
Total AUM$3.5B
Discretionary$0
Non-Disc.$3.5B
Employees11
Clients0
DateMar 2024
Total AUM$3.6B
Discretionary$0
Non-Disc.$3.6B
Employees13
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees13
Clients0
DateMar 2023
Total AUM$3.8B
Discretionary$0
Non-Disc.$3.8B
Employees14
Clients0
DateApr 2022
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees13
Clients0
DateApr 2022
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees13
Clients0
DateMar 2022
Total AUM$4.5B
Discretionary$0
Non-Disc.$4.5B
Employees13
Clients0
DateFeb 2022
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees13
Clients0
DateDec 2021
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees13
Clients0
DateMar 2021
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees13
Clients0
DateJun 2020
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees12
Clients0
DateMar 2020
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees12
Clients0
DateDec 2019
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees12
Clients0
DateMar 2019
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees12
Clients0
DateNov 2018
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees10
Clients0
DateMar 2018
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees9
Clients0
DateJan 2018
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees9
Clients40
DateMar 2017
Total AUM$2.9B
Discretionary$0
Non-Disc.$2.9B
Employees9
Clients26
DateMar 2016
Total AUM$2.8B
Discretionary$0
Non-Disc.$2.8B
Employees9
Clients26
DateSep 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees9
Clients26
DateJan 2015
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees9
Clients26
DateMay 2014
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees7
Clients26
DateMar 2014
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees7
Clients26
DateMay 2013
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees8
Clients26
DateMar 2013
Total AUM$2.7B
Discretionary$0
Non-Disc.$2.7B
Employees8
Clients26
DateMay 2012
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees6
Clients26
DateApr 2012
Total AUM$3B
Discretionary$0
Non-Disc.$3B
Employees6
Clients26
DateMar 2011
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees10
Clients--
DateMar 2011
Total AUM$2.6B
Discretionary$0
Non-Disc.$2.6B
Employees10
Clients--
DateJul 2010
Total AUM$2.2B
Discretionary$0
Non-Disc.$2.2B
Employees10
Clients--
DateOct 2009
Total AUM$2.5B
Discretionary$12.1M
Non-Disc.$2.5B
Employees10
Clients--
DateSep 2009
Total AUM$2.5B
Discretionary$12.1M
Non-Disc.$2.5B
Employees10
Clients--
DateMay 2009
Total AUM$2.5B
Discretionary$12.1M
Non-Disc.$2.5B
Employees10
Clients--
DateFeb 2009
Total AUM$2.7B
Discretionary$15.3M
Non-Disc.$2.7B
Employees10
Clients--
DateOct 2007
Total AUM$2.5B
Discretionary$12.6M
Non-Disc.$2.4B
Employees10
Clients--
DateSep 2007
Total AUM$2.5B
Discretionary$12.6M
Non-Disc.$2.4B
Employees10
Clients--
DateMar 2007
Total AUM$2.5B
Discretionary$12.6M
Non-Disc.$2.4B
Employees--
Clients--
DateAug 2004
Total AUM$2.8B
Discretionary$9.5M
Non-Disc.$2.8B
Employees--
Clients--
DateMar 2004
Total AUM$2.8B
Discretionary$11.6M
Non-Disc.$2.8B
Employees--
Clients--
DateApr 2002
Total AUM$2.5B
Discretionary$9.1M
Non-Disc.$2.4B
Employees10
Clients--