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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- California
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 29, 2021
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| DEL SECCO, DEBRA, ANN | I | OFFICE MANAGER / CHIEF COMPLIANCE OFFICER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| EPSTEIN, DAVID, MONROE | I | MANAGING MEMBER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| KRAKAUER, DAVID, JOSEPH | I | CHIEF INVESTMENT OFFICER | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| O'CONNOR, SEAN, MICHAEL | I | PRESIDENT | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGING MEMBER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| WHITE, BRADLEY, ROBERT | I | MANAGER AND CHIEF EXECUTIVE OFFICER | NA | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| MERCER GLOBAL ADVISORS INC. | DE | PARENT COMPANY | E | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
| DAVID M. EPSTEIN INSURANCE SERVICES, INC. | DE | MEMBER - DIRECT OWNER | D | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| EPSTEIN, DAVID, MONROE | I | DAVID M. EPSTEIN INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC. | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
| WHITE, BRADLEY, ROBERT | I | BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC | E | Control |
Registrations
Federal
IA
Mar 29, 2021 REGISTERED
Notice Filings (11)
AZ CA FL ID NC NV SC TN TX UT WA
Address
9740 APPALOOSA ROADSUITE 150
SAN DIEGO, CA 92131
United States
Phone: 858-564-8036