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Alan Glenn Berkshire

Chief Administrative Officer & General CounselEp Wealth Advisors, LLC.CRD 2969585

About Alan Glenn Berkshire

Alan Glenn Berkshire is listed as Chief Administrative Officer & General Counsel at Ep Wealth Advisors, LLC. in Torrance, CA. Form ADV reports a beneficial ownership band of Under 5%.

Reported ownership

Owns Under 5% of Ep Wealth Advisors, LLC.
Ownership band reported on Form ADV Schedule A

Frequently asked questions

Where does Alan Glenn Berkshire work?

Alan Glenn Berkshire is listed as Chief Administrative Officer & General Counsel at Ep Wealth Advisors, LLC. on SEC Form ADV.

How much of Ep Wealth Advisors, LLC. does Alan Glenn Berkshire own?

Form ADV reports a beneficial ownership band of Under 5%.

Ep Wealth Advisors, LLC.

TitleChief Administrative Officer & General Counsel
OwnershipUnder 5%
Control personYes
Since2024
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