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John Patrick Ertman

EP WEALTH ADVISORS, INC.·TORRANCE, California
Unclaimed Profile
21515 HAWTHORNE BLVD, TORRANCE, CA 90503CRD# 5849230Firm CRD# 111147
01

About

John Patrick Ertman is a registered financial advisor based in TORRANCE, California, affiliated with EP WEALTH ADVISORS, INC.. 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# 5849230
Firm CRD# 111147
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does John Patrick Ertman offer?
John Patrick Ertman specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in TORRANCE, California for a consultation.
What are John Patrick Ertman's credentials?
John Patrick Ertman is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is John Patrick Ertman located?
John Patrick Ertman is based in TORRANCE, California, working with EP WEALTH ADVISORS, INC.. Their office serves clients in the TORRANCE metropolitan area and surrounding communities.
How does John Patrick Ertman charge for services?
John Patrick Ertman'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, INC.?
EP WEALTH ADVISORS, INC. 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
Brian Edward Parker — EP WEALTH ADVISORS, LLC.Patrick Gabriel Goshtigian — EP WEALTH ADVISORS, LLC.Michael Anthony Sanchez — BANYAN TREE ASSET MANAGEMENT, LLCPhilip Joseph Albitz — ALBITZ/MILOE AND ASSOCIATES, INC.Derek Hallock Holman — EP WEALTH ADVISORS, LLC.
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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