EP WEALTH ADVISORS
Torrance, CA
AUM
$45.15B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
320 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
310-543-4559
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Institutional advisors in CA, TORRANCE
5 advisers found
TORTUGA WEALTH MANAGEMENT
Torrance, CA
AUM
$222.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
310-935-0275
ADVANCED PORTFOLIO STRATEGIES
Torrance, CA
AUM
$217.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(310) 776-6549
VERDANT CAPITAL MANAGEMENT
Torrance, CA
AUM
$99.4M
Wealth MgmtInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
310-540-2818
PUTMAN CAPITAL MANAGEMENT, INC.
Torrance, CA
AUM
$15.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
310-792-9999