Epoch Investment Partners, Inc.

Epoch Investment Partners, Inc. (CRD# 131556) is a financial advisory firm headquartered in New York, NY. They manage $34,276,093,545 in 559 accounts and serve the financial needs of clients across 51 states (or territories).

Current Firm Details
1 Vanderbilt Avenue, 23rd Floor, New York, NY 10017
https://www.linkedin.com/company/epochinvest/
By the Numbers
  • Total Assets Under Management
    34,276
    MILLION
  • Total Number of Accounts
    559
    ACCOUNTS
  • Average Account Value
    $61,316,804
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • 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
The map below shows states where this firm has explicit registration only.

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, VT, WA, WI, WV, WY

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

Timothy Taussig (CRD# 1194552) is an Investment Advisor Representative working at Epoch Investment Partners, Inc. in New York, NY and has over 28 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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