EP WEALTH ADVISORS, LLC. of TORRANCE, CA is an SEC-registered investment adviser (CRD 111147). Regulatory assets under management: $45.1B.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Charities, Other.
Showing 25 of 26 people.
| Name | Role | Location |
|---|---|---|
| Derek Hallock Holman | MANAGING DIRECTOR; SHAREHOLDER | — |
| Brian Edward Parker | MANAGING DIRECTOR; SHAREHOLDER | — |
| Patrick Gabriel Goshtigian | EXECUTIVE CHAIRMAN | — |
| Mario Chilin | CHIEF COMPLIANCE OFFICER | Torrance, CA |
| Christopher Toumajian | CHIEF FINANCIAL OFFICER | — |
| Ryan Christopher Parker | CHIEF EXECUTIVE OFFICER | — |
| Alan Glenn Berkshire | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL | — |
| Adam Neal Phillips | MANAGING DIRECTOR INVESTMENTS | — |
| Jorge A Bernal | CHIEF OPERATING OFFICER | — |
| Megan Lavonne Glover | CHIEF PEOPLE OFFICER | — |
| HOLMAN DEREK HALLOCK | CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER/MANAGING DIRECTOR; MANAGING DIRECTOR (+2 more) | — |
| PARKER BRIAN EDWARD | MANAGING DIRECTOR; SHAREHOLDER | — |
| ENRIGHT STEPHANIE VESELICH | PRESIDENT | — |
| WENDT GREGORY FRED | DIRECTOR | — |
| ASHWORTH KEVIN JON | DIRECTOR; INVESTMENT DIRECTOR | — |
| SCHWARTZ ERIC STUART | MEMBER | — |
| BERKSHIRE ALAN GLENN | CHIEF ADMINISTRATIVE OFFICER & GENERAL COUNSEL; GENERAL COUNSEL | — |
| GOSHTIGIAN PATRICK GABRIEL | CHIEF EXECUTIVE OFFICER; EXECUTIVE CHAIRMAN; PRESIDENT | — |
| ERTMAN JOHN PATRICK | CHIEF FINANCIAL OFFICER | — |
| PARKER CHRISTOPHER | CHIEF EXECUTIVE OFFICER; CHIEF GROWTH OFFICER; PRESIDENT | — |
| CHILIN MARIO | CHIEF COMPLIANCE OFFICER | — |
| SERRECCHIA RYAN STEVEN | EVP & PARTNER | — |
| PHILLIPS PATRICK NEAL | MANAGING DIRECTOR INVESTMENTS | — |
| SINCLAIR CHAD | CHIEF FINANCIAL OFFICER | — |
| BEALS STEVEN DOUGLAS | CHIEF ADMINISTRATION OFFICER | — |
| Fund | Type | Formed | Owners | Gross asset value | Min investment |
|---|---|---|---|---|---|
| EP INCOME ACCESS FUND | Other Private Fund | Delaware | 75 | $70.7M | $250K |
Showing 15 of 53 offices.
| City | State | Employees | Phone |
|---|---|---|---|
| BRIGHTON | MI | 30 | 810-229-6446 |
| ATLANTA | GA | 20 | (800) 728-067 |
| BERKELEY | CA | 15 | (510) 848-0012 |
| WALNUT CREEK | CA | 15 | 925-283-2201 |
| NASHVILLE | TN | 12 | (615) 292-688 |
| SAN LUIS OBISPO | CA | 12 | 805-541-1308 |
| SEATTLE | WA | 12 | 206.728.0222 |
| SAN DIEGO | CA | 10 | 858-622-9009 |
| LOS ANGELES | CA | 10 | 424-270-8750 |
| SALT LAKE CITY | UT | 10 | 801-944-7702 |
| DENVER | CO | 8 | (720) 502-5987 |
| LITTLETON | CO | 8 | (303)225-8400 |
| BOISE | ID | 8 | 208-338-551 |
| NORTHVILLE | MI | 6 | (248) 924-3129 |
| VANCOUVER | WA | 6 | 888-762-2423 |