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 #
AUM $4.4 BB (98% Disc, 100% US)
Employees99 (47% Investors, 0% Brokers)
Phone310-543-4559
Address21515 Hawthorne Blvd
Torrance, CA 90503
Links IAPDexternal Websiteexternal Twitterexternal LinkedInexternal Facebookexternal
Total AUM ($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
View All
Holdings by Sector ($BB)
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