Ep Wealth Advisors, LLC. is a large advisory firm based in Torrance. It manages $4.39 billion of regulatory assets for 9,111 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdictions of Alaska, Arizona, Arkansas, and 30 other states.
Ep Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, selection of other advisers, educational seminars and workshops, and retirement plan advisory services. It prepares financial plans for approximately 1,850 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Ep Wealth Advisors, LLC. is $4.39 billion. The firm's AUM has grown by 70% since the beginning of its operation, and $3 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Ep Wealth Advisors, LLC. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Patrick Gabriel Goshtigian is high net worth individuals with 1,100 clients and $2.37 billion of assets under management. Among the 5 most similar advisory firms, Ep Wealth Advisors has the 2nd highest percentage of high net worth individuals out of all clients.
The amount of regulatory assets under management is $4.39 billion for 3,203 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Ep Wealth Advisors doesn't advise any private funds.
The company employs 99 people that are either part- or full-time employees. 47 percent of the employees work as investment advisers or researchers. 47 employees are registered as investment adviser representatives with the state securities authorities.
There are 6 people with the role of looking for and bringing in new clients on behalf of the firm. The firm compensates employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
Patrick Gabriel Goshtigian has been acting as President since 1 Jun 2011. Chad Sinclair joined the executive team most recently as the Chief Financial Officer.
The principal office where Ep Wealth Advisors, LLC. performs its advisory services is located at 21515 Hawthorne Blvd, Torrance, CA 90503, which is also the mailing address of the firm. An additional office of the firm is in Irvine, CA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 310-543-4559 or by fax 310-316-0401. The normal business hours are 8 am - 5 pm on Monday - Friday. You can find more information about the New York firm at epwealth.com.