EPOCH CONSULTING GROUP

EPOCH CONSULTING GROUP of SANTA ROSA, CA is an SEC-registered investment adviser (CRD 132757). Regulatory assets under management: $790.0M.

Registration

• CRD: 132757
• SEC file number: 801-63518
• Type: Registered investment adviser
• Location: 2455 BENNETT VALLEY ROAD, SUITE B115, SANTA ROSA, CA, 95404
• Phone: 707-524-5800
• Latest filing: 2021-03-03
• Regulatory AUM: $790.0M
• Non-discretionary AUM: $790.0M
• Clients: 2
• Accounts: 71

Officers, owners & control persons (2)

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 132757 on SEC IAPD (source of record)
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