Chief Administrative Officer & General Counsel · EP Wealth Advisors
Alan G. Berkshire
CRD 2969585 · Named on Form ADV at one SEC-registered adviser
At a glance
EP Wealth Advisors, an SEC-registered wealth manager based in Torrance, CA with $45.1 billion in regulatory assets, lists Alan G. Berkshire on its Form ADV as Chief Administrative Officer & General Counsel, a control person.
Firms and roles
- EP Wealth AdvisorsChief Administrative Officer & General CounselWealth manager · Torrance, CA · $45B in regulatory assets
AtlasMembers
Alan’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
- Locked
- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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- Search and export owners by title, state and firm size
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Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Colleagues named on the same filings (7)
- Derek H. HolmanManaging Director, EP Wealth Advisors
- Brian E. ParkerManaging Director, EP Wealth Advisors
- Mario ChilinChief Compliance Officer, EP Wealth Advisors
- Ryan C. ParkerChief Executive Officer, EP Wealth Advisors
- Adam N. PhillipsManaging Director Investments, EP Wealth Advisors
2 more people named with Alan on the same filings, with titles and firms. Free in Atlas with a free account.
See all 7 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Alan’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.