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Alan Glenn Berkshire

EP WEALTH ADVISORS, LLC.·TORRANCE, California
Unclaimed Profile
21535 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 2969585Firm CRD# 111147
01

About

Alan Glenn Berkshire is a registered financial advisor based in TORRANCE, California, affiliated with EP WEALTH ADVISORS, LLC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
EP WEALTH ADVISORS, LLC.
EP WEALTH ADVISORS
AUM
$22.3B
Regulatory assets under management
Employees
392
Total firm employees
View all advisors at EP WEALTH ADVISORS, LLC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 2969585
Firm CRD# 111147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Alan Glenn Berkshire offer?
Alan Glenn Berkshire specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.
What are Alan Glenn Berkshire's credentials?
Alan Glenn Berkshire is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Alan Glenn Berkshire located?
Alan Glenn Berkshire is based in TORRANCE, California, working with EP WEALTH ADVISORS, LLC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does Alan Glenn Berkshire charge for services?
Alan Glenn Berkshire's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is EP WEALTH ADVISORS, LLC.?
EP WEALTH ADVISORS, LLC. has approximately 392 employees and manages $22.3B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in TORRANCE
Derek Hallock Holman — EP WEALTH ADVISORS, LLC.Brian Edward Parker — EP WEALTH ADVISORS, LLC.Patrick Gabriel Goshtigian — EP WEALTH ADVISORS, LLC.Michael Anthony Sanchez — BANYAN TREE ASSET MANAGEMENT, LLCJohn Patrick Ertman — EP WEALTH ADVISORS, INC.
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
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Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
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