Michael J Ramirez

Employer firm

Ep Wealth Advisors CRD 111147

$45.1B regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers
• Educational seminars
• RETIREMENT PLAN ADVISORY SERVICES & TAX PREPARATION SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2010 → 05/2018
  Private Asset Management, Inc.
  San Diego, CA
• 05/2018 → Present
  Ep Wealth Advisors
  Torrance, CA

Previous Registrations

• 2011-01-27 → 2018-06-04
  Private Asset Management Inc
  San Diego, CA

Exams

• S65 Uniform Investment Adviser Law Examination
  2011-01-21

Designations

• Certified Financial Planner

Other Names

• Michael J Ramirez