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
Jason Clebowicz (CRD# 7694731) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Nathan Cutler (CRD# 7507360) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 2 years of experience in the finance industry.
Henry Degooyer (CRD# 6739580) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 4 years of experience in the finance industry.
Avery Dwyer (CRD# 7298297) is an Investment Advisor Representative working at Ep Wealth Advisors in Newburyport, MA and has over 3 years of experience in the finance industry.
Jessica Ellyson (CRD# 7296231) is an Investment Advisor Representative working at Ep Wealth Advisors in Vancouver, WA and has 1 year of experience in the finance industry.
Michael Fink (CRD# 5108840) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 17 years of experience in the finance industry.
Peter Fry (CRD# 7271831) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Derrick Garcia (CRD# 7855584) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Emily Goodman (CRD# 7676224) is an Investment Advisor Representative working at Ep Wealth Advisors in San Luis Obispo, CA and has 1 year of experience in the finance industry.
Adam Hale (CRD# 7838658) is an Investment Advisor Representative working at Ep Wealth Advisors in Walnut Creek, CA and has 1 year of experience in the finance industry.