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
Jaron Gardiner (CRD# 6405783) is an Investment Advisor Representative working at Ep Wealth Advisors in Vancouver, WA and has over 9 years of experience in the finance industry.
Sara Gardner (CRD# 3027340) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 25 years of experience in the finance industry.
Linda Ginder (CRD# 6985555) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has 1 year of experience in the finance industry.
Patrick Goshtigian (CRD# 5124599) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Klaudia Gryfik (CRD# 6442372) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 8 years of experience in the finance industry.
Mary Harris (CRD# 1431502) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 31 years of experience in the finance industry.
Nicholas Hatfield (CRD# 6318683) is an Investment Advisor Representative working at Ep Wealth Advisors in Greenwood Village, CO and has over 9 years of experience in the finance industry.
Derek Holman (CRD# 2754363) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry.
Ryan Ignacio (CRD# 4145213) is a Wealth Advisor working at Newfocus Financial Group, LLC in San Mateo, CA and has over 18 years of experience in the finance industry.