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EP WEALTH ADVISORS

Tel: 310-543-4559
21535 Hawthorne Blvd
Suite 400
Torrance, California  90503

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EP WEALTH ADVISORS

EP WEALTH ADVISORS is a Torrance, California based financial advisory firm with nearly $22,321,000,000 in assets under management and provides investment advisory services for 13185 clients. There are currently 392 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Selection for other advisors , Education seminars/workshops , Other (RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES)

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

111147

SEC#:

801-29358

No. of Clients:

13185

Assets under Management

$22,321,000,000

No. of Advisors:

392

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