About Derek H. Holman of EP WEALTH ADVISORS
Derek H. Holman is Managing Director/Chief Compliance Officer at Ep Wealth Advisors Inc. and has been affiliated with Ep Wealth Advisors Inc. since February-2005.
Ep Wealth Advisors Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 38 employees, of which 23 perform investment advisory functions. The managers's latest filing has disclosed 6BN in positions, which represents 330% of the manager's regulatory AUM.
For more on Ep Wealth Advisors Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
Ep Wealth Advisors Inc. is an investment advisor that manages 1.9 BN dollars in regulatory AUM and has 38 employees, of which 23 perform investment advisory functions. The managers's latest filing has disclosed 6BN in positions, which represents 330% of the manager's regulatory AUM.
For more on Ep Wealth Advisors Inc. including top positions, information on the investment process, service provider information, other key employees, real time performance, 13-F holdings and more visit the Fund Profile
EP WEALTH ADVISORS StockAlpha
| Top 25% |
StockAlpha
3 yr performance attributed to stock picking: -1.6%/yr
Co-workers of Derek H. Holman at EP WEALTH ADVISORS
| Name | Title | In Position Since |
|---|
| Brian E. Parker | Managing Director | February-2005 |
| Patrick G. Goshtigian | President | June-2011 |
| John P. Ertman | Chief Financial Officer | June-2011 |
Fundamental & Technical Factor Exposure
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Derek H. Holman Office Address
21515 HAWTHORNE BLVD
SUITE 1200
TORRANCE, California
UNITED STATES, 90503
SUITE 1200
TORRANCE, California
UNITED STATES, 90503
Derek H. Holman Contact Information
Phone Number: 310-543-4559
Fax Number: 310-316-0401
Website: http://www.epwealth.com
Fax Number: 310-316-0401
Website: http://www.epwealth.com
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