Ep Wealth Advisors
Ep Wealth Advisors (CRD# 111147) is a financial advisory firm headquartered in Torrance, CA. They manage $22,321,000,000 in 13,185 accounts and serve the financial needs of clients across 52 states (or territories).
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Total Assets Under Management22,321MILLION
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Total Number of Accounts13,185ACCOUNTS
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Average Account Value$1,692,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
Charles Cutler (CRD# 1999770) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 34 years of experience in the finance industry.
Dallin Cutler (CRD# 6393685) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 9 years of experience in the finance industry.
Stephen Dart (CRD# 2160727) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 32 years of experience in the finance industry.
Robert Davis (CRD# 6914358) is an Investment Advisor Representative working at Ep Wealth Advisors in Salt Lake City, UT and has over 5 years of experience in the finance industry.
Richard Derafelo (CRD# 4553959) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 21 years of experience in the finance industry.
Jonathan Deyoe (CRD# 2944114) is an Investment Advisor Representative working at Ep Wealth Advisors in Berkeley, CA and has over 26 years of experience in the finance industry.
Richard Donnelly (CRD# 728521) is an Investment Advisor Representative working at Ep Wealth Advisors in San Diego, CA and has over 43 years of experience in the finance industry.
James Dwyer (CRD# 4204088) is an Investment Advisor Representative working at Ep Wealth Advisors in Chandler, AZ and has over 23 years of experience in the finance industry.
Thomas Dwyer (CRD# 3051277) is an Investment Advisor Representative working at Ep Wealth Advisors in Newburyport, MA and has over 26 years of experience in the finance industry.
Christopher Estrada (CRD# 6497409) is an Investment Advisor Representative working at Ep Wealth Advisors in Torrance, CA and has over 7 years of experience in the finance industry.