EPSTEIN AND WHITE FINANCIAL LLC
CRD #281230 SEC #801-110754 SAN DIEGO, CA 858-564-8036
SEC Registered
Total AUM
$583.3M
Discretionary
$583.3M
Employees
19
Clients
1
Accounts
3,310
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2021 | $583.3M | $583.3M | $0 | 19 | 1 |
| Apr 2021 | $583.3M | $583.3M | $0 | 19 | 1 |
| Mar 2021 | $583.3M | $583.3M | $0 | 19 | 1 |
| Feb 2021 | $475.6M | $475.6M | $0 | 19 | 1 |
| Dec 2020 | $475.6M | $475.6M | $0 | 19 | 1 |
| Jul 2020 | $475.6M | $475.6M | $0 | 19 | 1 |
| Jun 2020 | $475.6M | $475.6M | $0 | 19 | 1 |
| May 2020 | $475.6M | $475.6M | $0 | 19 | 1 |
| Mar 2020 | $475.6M | $475.6M | $0 | 19 | 1 |
| Apr 2019 | $318M | $318M | $0 | 17 | 0 |
| Mar 2019 | $318M | $318M | $0 | 17 | 0 |
| Jan 2019 | $202M | $202M | $0 | 18 | 3 |
| Nov 2018 | $202M | $202M | $0 | 18 | 3 |
| Mar 2018 | $202M | $202M | $0 | 18 | 3 |
| Dec 2017 | $202M | $202M | $0 | 11 | 3 |
| Jul 2017 | $132.7M | $132.7M | $0 | 11 | 0 |
| Jul 2017 | $132.7M | $132.7M | $0 | 11 | 0 |
| Jun 2017 | $132.7M | $132.7M | $0 | 11 | 0 |
DateMay 2021
Total AUM$583.3M
Discretionary$583.3M
Non-Disc.$0
Employees19
Clients1
DateApr 2021
Total AUM$583.3M
Discretionary$583.3M
Non-Disc.$0
Employees19
Clients1
DateMar 2021
Total AUM$583.3M
Discretionary$583.3M
Non-Disc.$0
Employees19
Clients1
DateFeb 2021
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees19
Clients1
DateDec 2020
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees19
Clients1
DateJul 2020
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees19
Clients1
DateJun 2020
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees19
Clients1
DateMay 2020
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees19
Clients1
DateMar 2020
Total AUM$475.6M
Discretionary$475.6M
Non-Disc.$0
Employees19
Clients1
DateApr 2019
Total AUM$318M
Discretionary$318M
Non-Disc.$0
Employees17
Clients0
DateMar 2019
Total AUM$318M
Discretionary$318M
Non-Disc.$0
Employees17
Clients0
DateJan 2019
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees18
Clients3
DateNov 2018
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees18
Clients3
DateMar 2018
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees18
Clients3
DateDec 2017
Total AUM$202M
Discretionary$202M
Non-Disc.$0
Employees11
Clients3
DateJul 2017
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees11
Clients0
DateJul 2017
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees11
Clients0
DateJun 2017
Total AUM$132.7M
Discretionary$132.7M
Non-Disc.$0
Employees11
Clients0