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
John O'toole (CRD# 1811307) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry.
G. Bradley Owen (CRD# 4065007) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 24 years of experience in the finance industry.
Brett Panziera (CRD# 6166210) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 10 years of experience in the finance industry.
Brian Parker (CRD# 2747104) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 27 years of experience in the finance industry.
Chad Parker (CRD# 3091614) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 25 years of experience in the finance industry.
Frank Patzke (CRD# 850554) is an Investment Advisor Representative working at Ep Wealth Advisors in Palatine, IL and has over 44 years of experience in the finance industry.
Kristen Perez (CRD# 6239131) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has 1 year of experience in the finance industry.
Tyler Petersen (CRD# 5792348) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 13 years of experience in the finance industry.
Adam Phillips (CRD# 6124345) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 11 years of experience in the finance industry.
Tammera Prouty (CRD# 5407499) is an Investment Advisor Representative working at Ep Wealth Advisors in Mount Vernon, WA and has 1 year of experience in the finance industry.