# EPSTEIN AND WHITE FINANCIAL LLC

EPSTEIN AND WHITE FINANCIAL LLC of SAN DIEGO, CA is an SEC-registered investment adviser.

## Registration

- CRD: 281230
- Type: SEC-registered investment adviser
- SEC file number: 801-110754
- Location: 9740 APPALOOSA ROAD, SUITE 150, SAN DIEGO, CA, 92131
- Phone: 858-564-8036
- Latest filing: 2021-05-28
- Regulatory AUM: $583.3M
- Discretionary AUM: $583.3M
- Clients: 19
- Accounts: 3,310

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| White Robert | MANAGER AND CHIEF EXECUTIVE OFFICER; MANAGING MEMBER; PRESIDENT | Long Beach, CA |
| O'CONNOR SEAN MICHAEL | PRESIDENT | — |
| EPSTEIN DAVID MONROE | MANAGING MEMBER; PRESIDENT | — |
| DEL SECCO DEBRA ANN | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | — |
| KRAKAUER DAVID JOSEPH | CHIEF INVESTMENT OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/281230/brochure
- Similar advisers: https://search.stillhousedata.com/firm/281230/similar
- Related entities: https://search.stillhousedata.com/firm/281230/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/281230

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.