Company profile
Website
Employees
Incorporated
Location
Fiscal year end
Former names
EP Wealth Advisors, Inc.
SEC CIK
IRS number
330152539
SEC advisor number
801-29358
FINRA CRD number
111147
AUM ?
$17.06 bn
(as of 31 Mar 23)
Accounts
32,050
(as of 31 Mar 23)
Employees
375
(176 investment advisory or research)
Address
EP Wealth Advisors
21515 HAWTHORNE BLVD., SUITE 1200
TORRANCE
CA 90503
21515 HAWTHORNE BLVD., SUITE 1200
TORRANCE
CA 90503
Phone
310-543-4559
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
28 Feb 24
13F-HR
Quarterly holdings report by institutional manager
22 Nov 23
13F-HR
Quarterly holdings report by institutional manager
14 Aug 23
13F-HR
Quarterly holdings report by institutional manager
12 Jun 23
13F-HR
Quarterly holdings report by institutional manager
5 Jun 23
13F-HR
Quarterly holdings report by institutional manager
2 Dec 22
13F-HR
Quarterly holdings report by institutional manager
11 Aug 22
13F-HR
Quarterly holdings report by institutional manager
20 May 22
13F-HR
Quarterly holdings report by institutional manager
17 Feb 22
13F-HR/A
Quarterly holdings report by institutional manager (amended)
23 Nov 21