Avetis
Yetenekyan

Ep Wealth Advisors

CRD#6832163
Investment Advisor
in Torrance, CA

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About this Advisor

Avetis Yetenekyan is a financial advisor based in Torrance, California, working with Ep Wealth Advisors. Avetis has previously held positions at Maxwell Noll Inc Dba Maxwell Noll Investment Advisors, In-Home Supportive Services, Mission Liquor, Western Medical Supply Co, Los Angeles County In-Home Support Services, Stonnington Group LLC, and Ep Wealth Advisors, LLC. Avetis has passed the Series 65 regulatory exam and is registered to provide services in California. Currently, Avetis is part of Ep Wealth Advisors, which operates out of Torrance, California. The firm has 35 offices and 392 employees. The firm manages assets totaling $22.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, educational seminars, and other services. The fee structure at Ep Wealth Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

21535 Hawthorne Blvd Suite 400
Torrance, CA 90503

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Ep Wealth Advisors Brokerage Details

Total Assets Under Management

$22,321,000,000

CA Average: $7,578,581,321
Total Number of Employees

392

CA Average: 43
Total Number of Accounts

13,185

CA Average: 3,727
Average Account Size

$1,692,909

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Avetis Yetenekyan Work History

2020 - Present (4 years)

Ep Wealth Advisors, LLC

2020 - 2020 (< 1 year)

Stonnington Group LLC

2016 - 2020 (4 years)

Maxwell Noll Inc Dba Maxwell Noll Investment Advisors

2015 - 2016 (1 year)

Los Angeles County In-Home Support Services

2014 - 2015 (1 year)

In-Home Supportive Services

2014 - 2017 (3 years)

Mission Liquor

2013 - 2014 (1 year)

Western Medical Supply Co

Disclosures

Please visit the SEC profile of Avetis Yetenekyan to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Ep Wealth Advisors

Derrick Garcia
Torrance, CA
Dallin Cutler
Salt Lake City, UT
Ryan Hall
Torrance, CA
Joey Roman
Torrance, CA
Brian Waldner
Torrance, CA
Steven Patzke
Torrance, CA
Stuart Campbell
San Luis Obispo, CA
Colton Peck
Salt Lake City, UT

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