EP WEALTH ADVISORS Overview

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 manager's has disclosed holdings from 12/31/11 to 09/30/16. The fund's latest filing disclosed 640MM in positions, representing 33% of the manager's regulatory AUM.

EP WEALTH ADVISORS StockAlpha

-2%
Top 25%
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Fundamental & Technical Factor Exposure

Market Cap Beta Volatility
Momentum (12M) Momentum (6M) Momentum (3M)
Price/Book Price/Earnings Price/Cash Flow
Dividend Yield Sales Growth Earnings Growth
ROE ROA ROC
EBIDTA Margin Debt/Assets Hedge Fund Crowding

EP WEALTH ADVISORS Since Last Filing Return Details

Ticker Size Sector Stock Move StockAlpha Attribution Days to Liquidate Trade Crowdedness
VTV 18.17% ETF 5% 0.63% 1 2%
NEAR 12.28% ETF 0.23% -0.04% 9 1%
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FEATURED IN
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EP WEALTH ADVISORS Founders and Key Employees

Name Title In Position Since
Derek H. Holman Managing Director/Chief Compliance Officer February-2005
Brian E. Parker Managing Director February-2005
Patrick G. Goshtigian President June-2011
John P. Ertman Chief Financial Officer June-2011

EP WEALTH ADVISORS Brokers, Custodians, Auditors and Administrators

Type Company

EP WEALTH ADVISORS Investment Strategy

Methods of Analysis, Investment Strategies and Risk of Loss

Our Methods of Analysis and Investment Strategies
We may use one or more of the following methods of analysis or investment strategies when providing investment advice to you:





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©2012 National Compliance Services 800-800-3204
• Charting and Technical Analysis - Charting analysis involves the gathering and processing of price and volume information for a particular security. This price and volume information is analyzed using mathematical equations. The resulting data is then applied to graphing charts, which is used to predict future price movements based on price patterns and trends. Technical Analysis involves studying past price patterns and trends in the financial markets to predict the direction of both the overall market and specific stocks. The risk of market timing based on technical analysis is that charts may not accurately predict future pri...
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EP WEALTH ADVISORS Portfolio Concentration

EP WEALTH ADVISORS Location

21515 HAWTHORNE BLVD
SUITE 1200
TORRANCE, California
UNITED STATES, 90503

EP WEALTH ADVISORS Contact Information

Phone Number: 310-543-4559
Fax Number: 310-316-0401
Website:

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