Epstein and White Financial LLC
Legal Name: EPSTEIN AND WHITE FINANCIAL LLC
Full Contact Details
Other Info
Epstein and White Financial LLC is legally known as EPSTEIN AND WHITE FINANCIAL LLC. It is a CA Limited Liability Company. This firm has 17 employees, of which 11 are employees in advisory roles. The number of clients served by it is unknown. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Jul 5, 2017.
Epstein & White Retirement Income Solutions, LLC | Independent Financial Advisors
Epstein & White Retirement Income Solutions, LLC is a retirement income planning firm serving throughout San Diego, Del Mar, & other Southern California communities. As a independent financial advisors, we have developed our business by reaching out, & maintaining close, trusting relationships with …
Direct Owners
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BRADLEY R. WHITE FINANCIAL AND INSURANCE SERVICES, INC.
MEMBER - DIRECT OWNER owns more than 50% but less than 75%
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BRADLEY ROBERT WHITE
MANAGING MEMBER owns less than 5%
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DAVID M. EPSTEIN INSURANCE SERVICES, INC.
MEMBER - DIRECT OWNER owns more than 50% but less than 75%
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DAVID MONROE EPSTEIN
MANAGING MEMBER owns less than 5%
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DEBRA ANN DEL SECCO
OFFICE MANAGER / CHIEF COMPLIANCE OFFICER owns less than 5%
Indirect Owners
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BRADLEY ROBERT WHITE
PRESIDENT owns 75% or more
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DAVID MONROE EPSTEIN
PRESIDENT owns 75% or more
Firms Located Nearby
Top Holdings
- 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