EPG
41yrs
Top 3% by experience in Boston
EPG Incorporated
Framingham, MA. Legal name: E.P.G., Incorporated
About the firm
A registered investment advisory firm based in Framingham, Massachusetts. It manages about $3.2 billion for roughly 21 individual clients. Services include investment management for individuals and small businesses, investment management for businesses and institutions, newsletters and publications.
How they work
How they’re paid ?A percentage of the assets they manage; Flat or fixed fees
Typical client size ?$2.08 million
Assets under management ?$3.2 billion
Individual clients21
Median years of experience30
FoundedNot stated
Services
Investment management for individuals and small businessesInvestment management for businesses and institutionsNewsletters and publications
Advisors at EPG
4Advisors
30Median years of experience
1States with offices
–Offices
Also known as
E.p.g., Incorporated · EPG Inc. · Eastern Portfolio Advisors
About EPG
How do I contact EPG?
Call the main office at (781) 235-2666. The main office is at 205 Newbury Street Suite 403, Framingham, MA 01701.
How is EPG paid?
The firm reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does EPG offer?
Investment management for individuals and small businesses, Investment management for businesses and institutions, Newsletters and publications.
How many advisors work at EPG?
We list 4 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.