Harold
Kirsch
Ep Wealth Advisors
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About this Advisor
Harold Kirsch is a financial advisor based in Walnut Creek, California, working with Ep Wealth Advisors. Harold has previously held positions at Harold Kirsch (Dba Marble Capital) and Ep Wealth Advisors, LLC. Harold is registered to provide services in California. Currently, Harold is part of Ep Wealth Advisors, which operates out of Walnut Creek, 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
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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
Harold Kirsch Work History
Ep Wealth Advisors, LLC
Harold Kirsch (Dba Marble Capital)
Harold Kirsch (Dba Marble Capital)
Disclosures
Please visit the SEC profile of Harold Kirsch 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
Torrance, CA
San Diego, CA
Torrance, CA
Newburyport, MA
Salt Lake City, UT
Torrance, CA
San Luis Obispo, CA
Walnut Creek, CA
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