Epstein & White Financial is an investment advisor in San Diego with $583.26 mm assets under management.
Company profile
Website
Employees
Incorporated
Location
Fiscal year end
SEC CIK
IRS number
474774462
SEC advisor number
801-110754
FINRA CRD number
281230
AUM ?
$583.26 mm
(as of 6 Apr 21)
Accounts
3,310
(as of 6 Apr 21)
Employees
19
(10 investment advisory or research)
Address
Epstein & White Financial
9740 APPALOOSA ROAD, SUITE 150
SAN DIEGO
CA 92131
9740 APPALOOSA ROAD, SUITE 150
SAN DIEGO
CA 92131
Office hours
Monday - Friday, 8:00 AM - 5:00 PM
Phone
858-564-8036
Ownership
Owner | Title | From | %Ownership |
---|---|---|---|
White, Bradley, Robert | President | 03/2020 | > 75% |
Del Secco, Debra, Ann | Office Manager / Chief Compliance Officer | 01/2017 | < 5% |
White, Bradley, Robert | Manager and Chief Executive Officer | 03/2020 | < 5% |
Bradley R. White Financial and Insurance Services, Inc | Member - Direct Owner | 03/2020 | 50-75% |
O'connor, Sean, Michael | President | 06/2020 | < 5% |
Krakauer, David, Joseph | Chief Investment Officer | 06/2020 | < 5% |
Mercer Global Advisors Inc. | Parent Company | 03/2021 | > 75% |
Latest filings (excl ownership)
No filings
Latest ownership filings
13F-HR
Quarterly holdings report by institutional manager
10 Aug 21
13F-HR
Quarterly holdings report by institutional manager
13 May 21
13F-HR
Quarterly holdings report by institutional manager
25 Jan 21
13F-HR
Quarterly holdings report by institutional manager
14 Oct 20
13F-HR
Quarterly holdings report by institutional manager
22 Jul 20
13F-HR
Quarterly holdings report by institutional manager
13 Apr 20
13F-HR
Quarterly holdings report by institutional manager
27 Jan 20
13F-HR
Quarterly holdings report by institutional manager
15 Oct 19
13F-HR
Quarterly holdings report by institutional manager
19 Jul 19
13F-HR
Quarterly holdings report by institutional manager
29 Apr 19