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EP WEALTH ADVISORS
TORRANCE, CA
310-543-4559
SEC #801-29358Total AUM
$45.1B
Employees
618Clients
20,738Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
21535 HAWTHORNE BLVD
SUITE 400
TORRANCE
CA 90503
United States
SUITE 400
TORRANCE
CA 90503
United States
Operating Hours
8 AM - 5 PM
Monday - Friday
Monday - Friday
Phone
310-543-4559
Other Offices
35
Financials
Total AUM
$45.1B
Accounts
20,738Discretionary
$44.5B
Accounts
20,000Non-Discretionary
$670M
Accounts
738
Clients
Individual Clients
18,029AUM
$24.8B
HNW Individual Clients
1,589AUM
$17.1B
Pension/Profit Sharing Plan Clients
300AUM
$950M
Charitable Organization Clients
354AUM
$300M
Corporation or Business Clients
466AUM
$2B
Services
Services Offered
Advisor / Fund Manager SelectionEducationFinancial PlanningIndividual Portfolio ManagementInstitutional Portfolio ManagementOther Services
Other Services
RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES
Compensation Types
Charges Fixed FeeCharges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPARISCSDTNTXUTVAVIVTWAWIWV
Affiliates
Affiliates
Reported 2 business affiliates.
Claimed Affiliates
Reported as an affiliate by 9 other businesses.