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Building 2EPSTEIN AND WHITE FINANCIAL LLC

Map pinSAN DIEGO, CA
Phone858-564-8036
NotebookSEC #801-110754
Total AUM
$583.3M
Employees
19
Clients
1,269

Firm overview

UsersClient Breakdown by AUM

Circle dollar signAUM previous 5 years

Smooth Smooth / Detailed

HotelBusiness

Principal Address
9740 APPALOOSA ROAD
SUITE 150
SAN DIEGO
CA 92131
United States
Operating Hours
8:00 AM - 5:00 PM
Monday - Friday
Phone
858-564-8036
Other Offices
1

ReceiptFinancials

Total AUM
$583.3M
Accounts
3,310
Discretionary
$583.3M
Accounts
3,310
Non-Discretionary
$0
Accounts
0

ContactClients

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Individual Clients
1,128
AUM
$347.4M
HNW Individual Clients
137
AUM
$225.2M
Pension/Profit Sharing Plan Clients
4
AUM
$10.6M

Briefcase businessServices

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Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Fixed FeeCharges Percentage AUM

Shield checkCompliance

Disclosures

None reported

State Registrations
AZCAFLIDNCNVSCTNTXUTWA

HandshakeAffiliates

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Affiliates
Reported 3 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.

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