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    Ep Wealth Advisors

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    Description

    • EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $2.9 billion in client assets under management (as of June 30, 2017). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Todays economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.
    • location

      Headquarters:21515 Hawthorne Boulevard Suite 1200, Torrance, California, United States

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    • Ep Wealth Advisors phone

      Phone Number: +1 310-543-4559

    • Ep Wealth Advisors website

      Website: https://www.epwealth.com

    • Ep Wealth Advisors employees

      Employees:138

    • Ep Wealth Advisors revenue

      Revenue:$100 - 250M

    • Ep Wealth Advisors legal name

      Legal Name:Ep Wealth Advisors

    • Ep Wealth Advisors's Social Media

      Ep Wealth Advisors linkedin
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    CEO for Ep Wealth Advisors

    Patrick Goshtigian

    President And Chief Executive Officer

    Person level website visitor identification

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    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Christopher Toumajian

    Chief Financial Officer

    Steven Beals

    Chief Administrative Officer | Partner

    Ryan Parker

    Chief Growth Officer

    Mario Chilin

    Chief Compliance Officer

    Mitch Conlon

    Regional Director, Partner

    Frequently Asked Questions regarding Ep Wealth Advisors

    • Where are Ep Wealth Advisors's Headquarters?

      Ep Wealth Advisors's Headquarters are in 21515 Hawthorne Boulevard Suite 1200,Torrance,California,United States

    • What is Ep Wealth Advisors's phone number?

      Ep Wealth Advisors's phone number is +1 310-543-4559

    • What is Ep Wealth Advisors's official website?

      Ep Wealth Advisors's official website is https://www.epwealth.com

    • What is Ep Wealth Advisors's Revenue?

      Ep Wealth Advisors's revenue is $100 - 250M

    • What is Ep Wealth Advisors's NAICS code?

      Ep Wealth Advisors's NAICS code is 523930

    • How many employees are working in Ep Wealth Advisors

      Ep Wealth Advisors has 138 employees

    • What is Ep Wealth Advisors's Industry?

      Ep Wealth Advisors is in the industry of Investment Management

    • Who is Ep Wealth Advisors's CEO?

      Ep Wealth Advisors's CEO is Patrick Goshtigian

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