EP Wealth Advisors LLC

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Assets, Funds, Holdings

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EP Wealth Advisors LLC
CRD #111147
SEC #801-29358
CIK #0001540569
AUM$3.6 BB
Employees71
Phone310-543-4559
Address21515 Hawthorne Blvd Suite 1200
Torrance, CA 90503
Links IAPDexternal EDGARexternal Websiteexternal
Total AUM ($BB)
Sector Holding Cap ($MM) Value ($MM)
VTV 182.8
VUG 77.6
VB 64.5
AAPL 843,560.0 28.9
FB 491,090.0 27.4
JPM 341,670.0 21.3
PEP 163,770.0 20.1
MMM 119,250.0 18.9
JNJ 369,000.0 17.9
ORCL 188,990.0 16.8
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Holdings by Sector ($BB)