EPSILON FINANCIAL GROUP, INC.
CRD #111990 SEC #801-62454 FAIRFIELD, CA 707-428-5500
SEC Registered
Total AUM
$554.1M
Discretionary
$551.6M
Employees
8
Clients
51
Accounts
495
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $554.1M | $551.6M | $2.5M | 8 | 0 |
| Mar 2024 | $559M | $530.6M | $28.4M | 8 | 0 |
| Sep 2023 | $466M | $466M | $0 | 8 | 0 |
| Mar 2023 | $466M | $466M | $0 | 8 | 0 |
| Mar 2022 | $468.3M | $468.3M | $0 | 8 | 0 |
| Aug 2021 | $415.4M | $415.4M | $0 | 7 | 0 |
| Feb 2021 | $415.4M | $415.4M | $0 | 7 | 0 |
| Jun 2020 | $382.8M | $382.8M | $0 | 10 | 0 |
| Mar 2020 | $382.8M | $382.8M | $0 | 10 | 0 |
| Mar 2019 | $329.5M | $329.5M | $0 | 10 | 0 |
| Mar 2018 | $353.5M | $353.5M | $0 | 4 | 0 |
| Mar 2017 | $300.8M | $300.8M | $0 | 4 | 300 |
| Mar 2016 | $286.1M | $286.1M | $0 | 8 | 291 |
| Mar 2015 | $299.3M | $299.3M | $0 | 8 | 200 |
| Nov 2014 | $277.5M | $277.5M | $0 | 8 | 26 |
| Mar 2014 | $277.5M | $277.5M | $0 | 8 | 26 |
| Oct 2013 | $266.3M | $266.3M | $0 | 8 | 26 |
| Mar 2013 | $268.3M | $268.3M | $0 | 8 | 26 |
| Mar 2012 | $246M | $246M | $0 | 6 | 26 |
| Mar 2011 | $193M | $193M | $0 | 10 | -- |
| Mar 2010 | $173M | $173M | $0 | 10 | -- |
| Oct 2007 | $161M | $161M | $0 | 10 | -- |
| Mar 2007 | $161M | $161M | $0 | 10 | -- |
| Feb 2006 | $143M | $143M | $0 | 10 | -- |
| Oct 2003 | $69.5M | $69.5M | $0 | 5 | -- |
DateMar 2025
Total AUM$554.1M
Discretionary$551.6M
Non-Disc.$2.5M
Employees8
Clients0
DateMar 2024
Total AUM$559M
Discretionary$530.6M
Non-Disc.$28.4M
Employees8
Clients0
DateSep 2023
Total AUM$466M
Discretionary$466M
Non-Disc.$0
Employees8
Clients0
DateMar 2023
Total AUM$466M
Discretionary$466M
Non-Disc.$0
Employees8
Clients0
DateMar 2022
Total AUM$468.3M
Discretionary$468.3M
Non-Disc.$0
Employees8
Clients0
DateAug 2021
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees7
Clients0
DateFeb 2021
Total AUM$415.4M
Discretionary$415.4M
Non-Disc.$0
Employees7
Clients0
DateJun 2020
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2020
Total AUM$382.8M
Discretionary$382.8M
Non-Disc.$0
Employees10
Clients0
DateMar 2019
Total AUM$329.5M
Discretionary$329.5M
Non-Disc.$0
Employees10
Clients0
DateMar 2018
Total AUM$353.5M
Discretionary$353.5M
Non-Disc.$0
Employees4
Clients0
DateMar 2017
Total AUM$300.8M
Discretionary$300.8M
Non-Disc.$0
Employees4
Clients300
DateMar 2016
Total AUM$286.1M
Discretionary$286.1M
Non-Disc.$0
Employees8
Clients291
DateMar 2015
Total AUM$299.3M
Discretionary$299.3M
Non-Disc.$0
Employees8
Clients200
DateNov 2014
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees8
Clients26
DateMar 2014
Total AUM$277.5M
Discretionary$277.5M
Non-Disc.$0
Employees8
Clients26
DateOct 2013
Total AUM$266.3M
Discretionary$266.3M
Non-Disc.$0
Employees8
Clients26
DateMar 2013
Total AUM$268.3M
Discretionary$268.3M
Non-Disc.$0
Employees8
Clients26
DateMar 2012
Total AUM$246M
Discretionary$246M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$193M
Discretionary$193M
Non-Disc.$0
Employees10
Clients--
DateMar 2010
Total AUM$173M
Discretionary$173M
Non-Disc.$0
Employees10
Clients--
DateOct 2007
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients--
DateMar 2007
Total AUM$161M
Discretionary$161M
Non-Disc.$0
Employees10
Clients--
DateFeb 2006
Total AUM$143M
Discretionary$143M
Non-Disc.$0
Employees10
Clients--
DateOct 2003
Total AUM$69.5M
Discretionary$69.5M
Non-Disc.$0
Employees5
Clients--