EPSILON FINANCIAL GROUP, INC.
  • EPSILON FINANCIAL GROUP, INC.
  • SIEVERS FINANCIAL CONSULTANTS
  • SIEVERS FINANCIAL ADVISORS
  • MARK SCOTT SIEVERS

Adviser Profile

As of Date 06/29/2026
Registration SEC, Approved, 10/24/2003
Other registrations (1)
ADV Location FAIRFIELD, CA, United States
Contact Info 707 xxxxxxx
Websites
AUM* 626,099,465 12%
of that, discretionary 612,762,793 15%
Number of Employees 8
of those in investment advisory functions 5
Private Fund GAV* 0
Avg Account Size 1,442,625 28%
% High Net Worth 37.79% 26%
SMA’s Yes
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pension and profit sharing plans
- Corporations or other businesses not listed above

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

Reported AUM

613M 525M 438M 350M 263M 175M 88M
2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees

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