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Derek Hallock Holman

Managing DirectorEp Wealth Advisors, LLC.CRD 2754363

About Derek Hallock Holman

Derek Hallock Holman is listed as Managing Director 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 Derek Hallock Holman work?

Derek Hallock Holman is listed as Managing Director at Ep Wealth Advisors, LLC. on SEC Form ADV.

How much of Ep Wealth Advisors, LLC. does Derek Hallock Holman own?

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

Ep Wealth Advisors, LLC.

TitleManaging Director
OwnershipUnder 5%
Control personYes
Since2005