Eps-ria, LLC

Eps-ria, LLC (CRD# 158468) is a financial advisory firm headquartered in , . They manage $12,000,000 in 151 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    12
    MILLION
  • Total Number of Accounts
    151
    ACCOUNTS
  • Average Account Value
    $79,470
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
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.

AZ, TX

Financial Advisors at Eps-ria, LLC
Showing 1 - 4 of 4 top financial advisors.
1
James L. Tewalt
CRD#: 1356114
Glendale, AZ
96
Wealthminder
score

James Tewalt (CRD# 1356114) is an Investment Advisor Representative working at Eps-ria, LLC in Glendale, AZ and has over 33 years of experience in the finance industry. James Tewalt has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Christine Carlton
CRD#: 4822106
Clarkdale, AZ
93
Wealthminder
score

Christine Carlton (CRD# 4822106) is an Investment Advisor Representative working at Eps-ria, LLC in Clarkdale, AZ and has over 13 years of experience in the finance industry.

3
Leslie A. Winchester
CRD#: 2611753
Glendale, AZ
93
Wealthminder
score

Leslie Winchester (CRD# 2611753) is an Investment Advisor Representative working at Eps-ria, LLC in Glendale, AZ and has over 22 years of experience in the finance industry.

4
Tyler R. Howarth
CRD#: 6707017
Glendale, AZ
87
Wealthminder
score

Tyler Howarth (CRD# 6707017) is an Investment Advisor Representative working at Eps-ria, LLC in Glendale, AZ and has 1 year of experience in the finance industry.

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