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
Richard Janke (CRD# 4930267) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 18 years of experience in the finance industry.
Brady Jardine (CRD# 6112360) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 11 years of experience in the finance industry.
Charles Johnson (CRD# 5082505) is an Investment Advisor Representative working at Ep Wealth Advisors in Newburyport, MA and has over 18 years of experience in the finance industry.
Lucas Karasch (CRD# 6033214) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 11 years of experience in the finance industry.
Daiana Kelleyian (CRD# 6219442) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Gregory Kemp (CRD# 4573521) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 24 years of experience in the finance industry.
Lauren Klein (CRD# 4692359) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 20 years of experience in the finance industry.
Laura Knolle (CRD# 4541080) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry.
Ryan Krantz (CRD# 6193460) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.
Bryan Krill (CRD# 3115314) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry.