Epl Investment Advisory LLC
Epl Investment Advisory LLC (CRD# 118168) is a financial advisory firm headquartered in Mesa, AZ. They manage $16,700,000 in 93 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Epl Investment Advisory LLC
By the Numbers
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Total Assets Under Management17MILLION
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Total Number of Accounts93ACCOUNTS
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Average Account Value$179,570
Compensation Options
- A percentage of assets under your management
- Hourly charges
Advisory Services Offered
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ
Financial Advisors at Epl Investment Advisory LLC
1
Peter Ellefson (CRD# 2308002) is an Investment Advisor Representative working at Epl Investment Advisory LLC in Mesa, AZ and has over 31 years of experience in the finance industry.
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