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
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 20, 2025
- Branch Offices
- 2
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| SIEVERS, MARK, SCOTT | I | OWNER | E | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | E | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| SIEVERS, MARK, SCOTT | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| GOSSELL, LOWELL, CRAIG | I | SECRETARY | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| PARK, DENNIS, PETE | I | CFO | B | Control |
| HATHAWAY, MICHAEL, JEFFREY | I | SHAREHOLDER | A | |
| HATHAWAY, MICHAEL, JEFFREY | I | ASSISTANT CFO | A | |
| HATHAWAY, MICHAEL, JEFFREY | I | ASSISTANT CFO | A | |
| HATHAWAY, MICHAEL, JEFFREY | I | ASSISTANT CFO | A | |
| HATHAWAY, MICHAEL, JEFFREY | I | ASSISTANT CFO | A | |
| HATHAWAY, MICHAEL, JEFFREY | I | ASSISTANT CFO | A | |
| HATHAWAY, MICHAEL, JEFFREY | I | ASSISTANT CFO | A | |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | ASSISTANT SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | SECRETARY | A | Control |
| MARTINEZ, LEO, FRANK | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | SECRETARY | A | Control |
| MATTEI, PETER, A.C. | I | TREASURER | A | Control |
| MATTEI, PETER, A.C. | I | TREASURER | A | Control |
| MATTEI, PETER, A.C. | I | TREASURER | A | Control |
| MATTEI, PETER, A.C. | I | TREASURER | A | Control |
| MATTEI, PETER, A.C. | I | TREASURER | A | Control |
| PARK, DENNIS, PETE | I | CFO | A | Control |
| PARK, DENNIS, PETE | I | CFO | A | Control |
| PARK, DENNIS, PETE | I | ASSISTANT SECRETARY | A | Control |
| PARK, DENNIS, PETE | I | ASSISTANT SECRETARY | A | Control |
| PARK, DENNIS, PETE | I | ASSISTANT SECRETARY | A | Control |
| PARK, DENNIS, PETE | I | ASSISTANT SECRETARY | A | Control |
| PARK, DENNIS, PETE | I | ASSISTANT SECRETARY | A | Control |
Registrations
Federal
IA
Mar 20, 2025 REGISTERED
Notice Filings (8)
AZ CA FL ID NV OR TX WA
Address
2801 WATERMAN BLVD., SUITE 250FAIRFIELD, CA 94534
United States
Phone: 707-428-5500