G. Bradley
Owen
Ep Wealth Advisors
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About this Advisor
G. Bradley Owen is a financial advisor based in San Diego, California, working with Ep Wealth Advisors. G. Bradley Owen has previously held positions at Donnelly Wealth Advisors Inc and Ep Wealth Advisors. G. Bradley Owen has passed the Series 63 regulatory exam and is registered to provide services in California and Texas. Currently, G. Bradley Owen is part of Ep Wealth Advisors, which operates out of San Diego, 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
Services Offered
Fee Structure
Office Location
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Ep Wealth Advisors Brokerage Details
$22,321,000,000
392
13,185
$1,692,909
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
G. Bradley Owen Work History
Ep Wealth Advisors
Donnelly Wealth Advisors Inc
Disclosures
Please visit the SEC profile of G. Bradley Owen 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
Salt Lake City, UT
Torrance, CA
Seattle, WA
Salt Lake City, UT
Vancouver, WA
San Diego, CA
San Luis Obispo, CA
Torrance, CA
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