Michael
Hathaway

Epsilon Financial Group, Inc

CRD#2945759
Investment Advisor
in Fairfield, CA

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About this Advisor

Michael Hathaway is a financial advisor based in Fairfield, California, working with Epsilon Financial Group, Inc. Michael has previously held positions at Pruco Securities, LLC, Epsilon Financial Group, and The Prudential Insurance Company Of America. Michael has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Michael is part of Epsilon Financial Group, Inc, which operates out of Fairfield, California. The firm has 2 offices and 8 employees. The firm manages assets totaling $559.0 million and serves high-net-worth clients. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Epsilon Financial Group, Inc includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2801 Waterman Blvd., Suite 250
Fairfield, CA 94534

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Epsilon Financial Group, Inc Brokerage Details

Total Assets Under Management

$558,995,143

CA Average: $7,578,581,321
Total Number of Employees

8

CA Average: 43
Total Number of Accounts

495

CA Average: 3,727
Average Account Size

$1,129,283

CA Average: $2,033,427

Investment Advisory Services

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

Michael Hathaway Work History

2018 - Present (6 years)

Epsilon Financial Group

2018 - 2018 (< 1 year)

The Prudential Insurance Company Of America

2017 - 2018 (1 year)

Pruco Securities, LLC

Disclosures

Please visit the SEC profile of Michael Hathaway to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Epsilon Financial Group, Inc

Michael Hathaway
Fairfield, CA
Peter Mattei
Fairfield, CA
Mark Sievers
Fairfield, CA
Dennis Park
Discovery Bay, CA
Leo Martinez
Fairfield, CA
Darci Gutierrez
Fairfield, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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