EPOCH CONSULTING GROUP
CRD #132757 SEC #801-63518 SANTA ROSA, CA 707-524-5800
SEC Registered
Total AUM
$790M
Discretionary
$0
Employees
2
Clients
--
Accounts
71
Firm Details
- Organization Type
- Corporation
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 3, 2021
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MULLIGAN, KIRK, WAITE | I | SECRETARY/TREASURER | D | Control |
| MULLIGAN, KIRK, WAITE | I | SECRETARY/TREASURER | D | Control |
| MULLIGAN, KIRK, WAITE | I | SECRETARY/TREASURER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
| TASKER, RICK, LANE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | D | Control |
Registrations
Federal
IA
Mar 3, 2021 REGISTERED
Notice Filings (1)
CA
Address
2455 BENNETT VALLEY ROAD, SUITE B115SANTA ROSA, CA 95404
United States
Phone: 707-524-5800