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Nhung Ngoc Hong Dang

Ep Wealth Advisors

Boise, ID

Torrance, CA

CRD 6887653

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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:

Current Employers
Ep Wealth Advisors

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-06-11
ID RA APPROVED 2025-06-11
  • CA RA
    APPROVED
    Since 2025-06-11
  • ID RA
    APPROVED
    Since 2025-06-11

Branch Locations

802 W Bannock St Ste 100, Boise, ID 83702 • United States

21535 Hawthorne Blvd Suite 400, Torrance, CA 90503 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Buffington Mohr Mcneal Boise ID 03/2023 05/2025
Ep Wealth Advisors, Llc. Torrance CA 05/2025 Present
Jp Morgan Chase Bank New York NY 09/2020 03/2023
Jpmcb Na-London Branch London 08/2016 09/2020
  • 03/2023 → 05/2025
    Buffington Mohr Mcneal
    Boise, ID
  • 05/2025 → Present
    Ep Wealth Advisors, Llc.
    Torrance, CA
  • 09/2020 → 03/2023
    Jp Morgan Chase Bank
    New York, NY
  • 08/2016 → 09/2020
    Jpmcb Na-London Branch
    London
Previous Registrations
  • 2023-05-03 → 2025-06-27
    Buffington Mohr Mcneal
    Boise, ID
Designations
  • Chartered Financial Analyst
Other Names
  • Ali Dang Ngoc
  • Nhung Dang Ngoc
  • Nhung Hong Dang Ngoc
  • Nhung Hong Ngoc Dang
  • Ali Dang

View on SEC IAPD

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