E2P

353 N. Clark
Suite 1850
Chicago, Illinois 60654
Tel: 312-872-0034

About E2P

E2P, formally registered with the SEC as E2P. The firm was established in 07/27/2020. They have over 1 offices throughout the country.

E2P is a Chicago, Illinois based Financial Planning firm with nearly $1,704,692,535 assets under management, offering retirement planning & investment advisory services to 7 clients. The firm is staffed with 17 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	300436
SEC#	801-119166
Assets Managed by Firm	$1,704,692,535
No. of Clients	7
No. of Advisors	17

Fee Structure

A percentage of AUM
Performance Based
Other (SEE SCHEDULE D - MISCELLANEOUS)

Advisory Services Provided

Portfolio management for pooled investment vehicles
Other (PORTFOLIO COMPANY MANAGEMENT SERVICES)

Firm Client Information

	No. of Clients	AUM
Firm Total	7	$1,704,692,535

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