Epl Investment Advisory LLC

Epl Investment Advisory LLC (CRD# 118168) is a financial advisory firm headquartered in Mesa, AZ. They manage $1,700,000 in 35 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    35
    ACCOUNTS
  • Average Account Value
    $48,571
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Epl Investment Advisory LLC
Showing 1 - 2 of 2 top financial advisors.
1
Peter L. Ellefson
CRD#: 2308002
1103 S Mesa Dr, Mesa, AZ 85210
93
Wealthminder
score

Peter Ellefson (CRD# 2308002) is an Investment Advisor Representative working at Epl Investment Advisory LLC in Mesa, AZ and has over 23 years of experience in the finance industry.

2
Peter A. Stonikas
CRD#: 6604544
18205 N 51st Ave., Ste. 115-b, Glendale, AZ 85308
67
Wealthminder
score

Peter Stonikas (CRD# 6604544) is an Investment Advisor Representative working at Epl Investment Advisory LLC in Glendale, AZ and has 1 year of experience in the finance industry.

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