EP WEALTH ADVISORS

21535 Hawthorne Blvd
Suite 400
Torrance, California 90503
Tel: 310-543-4559

About EP WEALTH ADVISORS

EP WEALTH ADVISORS, formally registered with the SEC as EP WEALTH ADVISORS. The firm was established in 04/16/1987. They have over 36 offices throughout the country.

EP WEALTH ADVISORS is a Torrance, California based Financial Planning firm with nearly $22,321,000,000 assets under management, offering retirement planning & investment advisory services to 13185 clients. The firm is staffed with 392 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111147
SEC#	801-29358
Assets Managed by Firm	$22,321,000,000
No. of Clients	13185
No. of Advisors	392

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops
Other (RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	13185	$22,321,000,000
Individuals (other than high net worth individuals)	11709	$14,197,000,000
High net worth individuals	883	$6,920,000,000
Pension and profit sharing plans	197	$294,000,000
Charitable organizations	148	$105,000,000
Corporations or other businesses	248	$805,000,000

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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