Best Investors
Account
Sign in
Epoch Investment Partners, Inc. CRD 131556
$29.7B regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-01-15 |
Branch Locations
640 5Th Avenue 18Th Floor, New York, NY 10019 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Epoch Investment Partners, Inc. | New York | NY | 06/2004 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-29 |
| S65 | Uniform Investment Adviser Law Examination | 1995-06-29 |
Reach out to this advisor