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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 filings submitted to the SEC

ADV Part 1ADV Part 2ADV Part 3ADV-W
ADV Part 3 is a Client Relationship Summary (Form CRS) – a short form, plain-english description of advisory services for investment clients.

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