Firm profile: EP Wealth Advisors — investment focus, AUM, decision-makers and all regulatory filings
1 private fund reported on Form ADV Schedule D 7.B.1, $70.7M in combined gross assets.
EP WEALTH ADVISORS is a registered investment adviser headquartered in TORRANCE, CA, managing approximately $45.1B in assets across 20,738 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.