Unclaimed Profile

Chad Sinclair

EP WEALTH ADVISORS, LLC.·TORRANCE, California

Clean recordEP WEALTH ADVISORS, LLC.

21515 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 6932543Firm CRD# 111147

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Chad Sinclair · TORRANCE, CA

Registration

CRD #6932543 · EP WEALTH ADVISORS, LLC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Chad Sinclair 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.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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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

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 6932543

Firm CRD# 111147

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Sinclair offer?

Chad Sinclair specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.

What are Chad Sinclair's credentials?

Chad Sinclair is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Chad Sinclair located?

Chad Sinclair 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 Chad Sinclair charge for services?

Chad Sinclair'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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