EP Wealth Advisors Growth, Revenue, Number of Employees and Funding
Estimated Revenue & Financials
- EP Wealth Advisors's estimated revenue is currently $15.8M per year.
- EP Wealth Advisors received $Undisclosed in venture funding in July 2017.
- EP Wealth Advisors's estimated revenue per employee is $185294
- EP Wealth Advisors has 85 Employees.
- EP Wealth Advisors grew their employee count by 27% last year.
- EP Wealth Advisors currently has 2 job openings.
What Is EP Wealth Advisors?
EP Wealth Advisors is an investment management, financial planning and wealth advisory firm with over $4 billion in client assets under management (as of July 31, 2018). At EP Wealth Advisors, our job is to help you understand where you are going before deciding how to get you there. Today's economic landscape is constantly evolving and as a result, there is no formulaic answer for investment management and financial planning. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives. Years of client relationships combined with our highly credentialed staff has enabled our firm to develop a fully integrated investment portfolio along with an individualized wealth plan, providing you with the answers and insight to your questions with one simple goal: your peace of mind.keywords:N/A
Number of Employees
Employee Growth %
|Name||Revenue||Number of Employees||Employee Growth||Total Funding|
|United Capital ...||$118.7M||611||8%|
EP Wealth Advisors News
EP Wealth Advisors LLC boosted its position in Verizon Communications Inc. (NYSE:VZ) by 20.0% in the third quarter, according to its most
EP Wealth Advisors LLC lifted its position in shares of Chevron Co. (NYSE:CVX) by 9.2% during the 3rd quarter, according to its most recent
EP Wealth Advisors LLC raised its holdings in shares of Home Depot Inc (NYSE:HD) by 90.9% in the 3rd quarter, according to the company in
EP Wealth Advisors Funding
|2017-07-12||$Undisclosed||Undisclosed||Wealth Partners Capital Group||Article|
EP Wealth Advisors Executive Hires
|2019-03-22||Lynn Ballou||Regional Director||Article|
EP Wealth Advisors New Location/Offices
|2016-12-09||San Diego, CA||Article|
EP Wealth Advisors Acquisitions
|2015-01-14||Moore's Financial Group||Article|
|2018-06-05||Donnelly Wealth Advisors, Inc||Article|
|2018-09-12||Caves & Associates LLC||Article|