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
Jon Moore (CRD# 2271739) is an Investment Advisor Representative working at Ep Wealth Advisors in Littleton, CO and has over 29 years of experience in the finance industry.
Cristopher Moran (CRD# 2621574) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry.
William Morrissey (CRD# 1062654) is an Investment Advisor Representative working at Ep Wealth Advisors in Mount Vernon, WA and has over 41 years of experience in the finance industry.
Alina Narr (CRD# 6733809) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.
Rebecca Navas (CRD# 6136226) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Giorgina Mei Nguyen (CRD# 5850399) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 12 years of experience in the finance industry.
Tom Nguyen (CRD# 2858127) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry.
Eric Nikssarian (CRD# 6546339) is an Investment Advisor Representative working at Ep Wealth Advisors in Los Angeles, CA and has over 7 years of experience in the finance industry.
Martin Nodilo (CRD# 3098670) is an Investment Advisor Representative working at Ep Wealth Advisors in Phoenix, AZ and has over 24 years of experience in the finance industry.
Patrick O'hara (CRD# 2446216) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 30 years of experience in the finance industry.