Ep Wealth Advisors
Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $22,321,000,000 in 13,185 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management22,321MILLION
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Total Number of Accounts13,185ACCOUNTS
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Average Account Value$1,692,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Travis Scott (CRD# 6578133) is an Investment Advisor Representative working at Ep Wealth Advisors in Media, PA and has over 8 years of experience in the finance industry.
Ryan Serrecchia (CRD# 3201650) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 24 years of experience in the finance industry.
Elliott Servais (CRD# 6205089) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Nicole Simpson (CRD# 5271726) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.
William Simpson (CRD# 5038165) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Jonathan Spector (CRD# 5492927) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.
Steven Stacey (CRD# 5489897) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.
Michael Stillman (CRD# 1591389) is an Investment Advisor Representative working at Ep Wealth Advisors in Dallas, TX and has over 36 years of experience in the finance industry.
Eric Swanson (CRD# 2680207) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry.
Geniffer Takacs (CRD# 5784400) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 11 years of experience in the finance industry.