Epoch Consulting Group is a large advisory firm based in Santa Rosa. It manages $544.08 million of regulatory assets for 71 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of California.
Epoch Consulting Group provides portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Epoch Consulting Group is $544.08 million. The firm's AUM has grown by 2076% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Epoch Consulting Group for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals and pension and profit sharing plans. The largest group of clients of Rick Lane Tasker is pension and profit sharing plans with 50 clients and $533.04 million of assets under management. Among the 12 most similar advisory firms, Epoch Consulting Group has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $538.33 million for 71 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Epoch Consulting Group doesn't advise any private funds.
The company employs 2 people that are either part- or full-time employees. 100 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Rick Lane Tasker has been acting as President since 1 Sep 2004. Kirk Waite Mulligan joined the executive team most recently as the Secretary/Treasurer.
The principal office where Epoch Consulting Group performs its advisory services is located at 2455 Bennett Valley Road, Suite B115, Santa Rosa, CA 95404, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 707-524-5800 or by fax 707-524-4621. The normal business hours are 7:00 to 5:00 on Monday - Friday. You can find more information about the New York firm at epochconsultinggroup.com.