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
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.
Kenneth Raleigh (CRD# 6860087) is an Investment Advisor Representative working at Ep Wealth Advisors in Valencia, CA and has over 17 years of experience in the finance industry.
Michael Ramirez (CRD# 5886156) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 13 years of experience in the finance industry.
James Reinke (CRD# 3109420) is an Investment Advisor Representative working at Ep Wealth Advisors in Seattle, WA and has over 25 years of experience in the finance industry.
Stephanie Richman (CRD# 1638779) is an Investment Advisor Representative working at Ep Wealth Advisors in Walnut Creek, CA and has over 32 years of experience in the finance industry.
Cristin Rigg (CRD# 2369281) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry.
Paramita Roy (CRD# 5489883) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 16 years of experience in the finance industry.
Paul Salisbury (CRD# 1523233) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 37 years of experience in the finance industry.
Scott Sayre (CRD# 1380810) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 35 years of experience in the finance industry.
Ryan Schwartz (CRD# 6162750) is an Investment Advisor Representative working at Ep Wealth Advisors in San Mateo, CA and has 1 year of experience in the finance industry.