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).
-
Total Assets Under Management22,321MILLION
-
Total Number of Accounts13,185ACCOUNTS
-
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
Trevor Bush (CRD# 4839737) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.
Elizabeth Cady (CRD# 5231671) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 17 years of experience in the finance industry.
Ryan Caldwell (CRD# 5614149) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Clint Camua (CRD# 2415346) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 30 years of experience in the finance industry.
Megan Carden (CRD# 6758688) 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.
Sean Cartin (CRD# 5793297) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 13 years of experience in the finance industry.
Aleksandr Chkadua (CRD# 6733842) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.
Linda Coffey (CRD# 1619172) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 37 years of experience in the finance industry.
Kathryn Costas (CRD# 5607321) is an Investment Advisor Representative working at Ep Wealth Advisors in Los Angeles, CA and has over 11 years of experience in the finance industry.
Matthew Crow (CRD# 2755387) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry.