Epoch Investment Partners, Inc.

Epoch Investment Partners, Inc. (CRD# 131556) is a financial advisory firm headquartered in New York, NY. They manage $41,918,194,823 in 211 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    41,918
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $198,664,430
Compensation Options
  • A percentage of assets under your management
  • Performance-based fees
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Other
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.

CA, DE, MD, MI, NJ, NY, PA, TX, VA, VI

Financial Advisors at Epoch Investment Partners, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Timothy T. Taussig
CRD#: 1194552
640 5th Avenue 18th Floor, New York, NY 10019
93
Wealthminder
score

Timothy Taussig (CRD# 1194552) is an Investment Advisor Representative working at Epoch Investment Partners, Inc. in New York, NY and has over 21 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.