EP WEALTH ADVISORS, LLC.
Legal name: EP WEALTH ADVISORS
CRD #111147 SEC #801-29358 TORRANCE, CA 310-543-4559
SEC Registered Private Funds
Total AUM
$35.6B
Discretionary
$35.2B
Employees
557
Clients
--
Accounts
49,167
| Fund Name | Type | GAV | Investors | Auditor |
|---|---|---|---|---|
| EP INCOME ACCESS FUND | Other Private Fund | $70.7M | 75 | DELOITTE AND TOUCHE LLP |
| EP INCOME ACCESS FUND | Other Private Fund | $70.7M | 75 | DELOITTE AND TOUCHE LLP |
Fund NameEP INCOME ACCESS FUND
TypeOther Private Fund
GAV$70.7M
Investors75
AuditorDELOITTE AND TOUCHE LLP
Fund NameEP INCOME ACCESS FUND
TypeOther Private Fund
GAV$70.7M
Investors75
AuditorDELOITTE AND TOUCHE LLP