Eps Wealth Management
Eps Wealth Management (CRD# 158468) is a financial advisory firm headquartered in , . They manage $26,395,498 in 274 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Eps Wealth Management
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts274ACCOUNTS
-
Average Account Value$96,334
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, TX
Financial Advisors at Eps Wealth Management
1
Christine Carlton (CRD# 4822106) is an Investment Advisor Representative working at Eps Wealth Management in Clarkdale, AZ and has over 19 years of experience in the finance industry.
2
James Tewalt (CRD# 1356114) is an Investment Advisor Representative working at Eps Wealth Management in Glendale, AZ and has over 38 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.