EPONA FINANCIAL SOLUTIONS

EPONA FINANCIAL SOLUTIONS is an SEC-registered investment adviser (CRD 155591). Regulatory assets under management: $48.5M.

Registration

• CRD: 155591
• Type: Registered investment adviser
• Phone: 201-572-2177
• Latest filing: 2026-03-30
• Regulatory AUM: $48.5M
• Discretionary AUM: $48.5M
• Clients: 1
• Accounts: 57

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 155591 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search