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.
| Title | Chief Administrative Officer & General Counsel |
| Ownership | Under 5% |
| Control person | Yes |
| Since | 2024 |