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
By the Numbers
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Total Assets Under Management34,276MILLION
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Total Number of Accounts559ACCOUNTS
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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
Registered Investment Advisor
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.
1
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.
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