Epstein and White Financial LLC

Epstein and White Financial LLC, a legal entity registered in California, has a team of 17 employees, with 11 of them in advisory positions. The number of clients served is undisclosed, but the firm's latest SEC status is Approved, dated July 5, 2017.

• BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC.

  MEMBER - DIRECT OWNER owns more than 50% but less than 75%

• BRADLEY ROBERT WHITE

  MANAGING MEMBER owns less than 5%

• DAVID M. EPSTEIN INSURANCE SERVICES, INC.

  MEMBER - DIRECT OWNER owns more than 50% but less than 75%

• DAVID MONROE EPSTEIN

  MANAGING MEMBER owns less than 5%

• DEBRA ANN DEL SECCO

  OFFICE MANAGER / CHIEF COMPLIANCE OFFICER owns less than 5%

• BRADLEY ROBERT WHITE

  PRESIDENT owns 75% or more

• DAVID MONROE EPSTEIN

  PRESIDENT owns 75% or more

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• Premier Wealth Advisors LLC
• Telos Capital Management Inc
• Harrington Capital Management LLC
• The Retirement Group LLC
• Reality Shares Advisors LLC

• In the Know: Epstein & White Financial LLC Q1 2021 vs. Q2 2021 13F Holdings Comparison

• ISHARES TR CORE S&P500 ETF $56,952k
• FIDELITY $26,372k
• FIDELITY $21,544k
• ISHARES TR S&P 500 VAL ETF $11,307k
• ISHARES TR S&P 500 GRWT ETF $10,689k
• ISHARES TR $9,157k
• FIDELITY $5,859k
• ISHARES TR $4,292k
• iShares CMBS ETF $2,952k
• ISHARES TR CORE S&P TTL STK $2,043k