Investment adviser · CRD 132757
EPOCH CONSULTING GROUP
Investment adviser filing (IA)
SANTA ROSA, CA, United States · Form ADV filed Mar 3, 2021
- Regulatory AUM
- $790M Form ADV · Item 5.F
- Client accounts
- 71 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 2 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Retirement plans | 48 | $773,894,000 | 98.0% |
| Individuals | 23 | $16,093,000 | 2.0% |
Filing source
Form ADV 1502621 · Mar 3, 2021 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 3, 2021. View historical filings
Reported services
Individual portfolio management · Pension consulting
Compensation
Percentage of assets · Hourly · Fixed
Principal office
2455 BENNETT VALLEY ROAD, SUITE B115SANTA ROSA, CA, 95404, United States
CRD 132757
Filing source
Form ADV 1502621 · Mar 3, 2021 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.