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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- PeakRadial crest +more
- Established Date
- 10-02-2000
- Office Locations
- 1
Office Locations
About EPL Investment Advisory LLC
EPL Investment Advisory is a fee-only, independent fiduciary RIA in Mesa, AZ serving business owners and individuals across Arizona and beyond via cloud-based planning. The firm provides comprehensive wealth management and financial planning, including retirement accounts/rollovers, trust and estate planning, and insurance/risk management. Portfolios emphasize ETF-based asset allocation tailored to risk tolerance, with custody at Charles Schwab.
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Owner & Executives
PETER LAMONT ELLEFSON
Managing Member, President
- CRD
- #2308002
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $22,000,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: $22,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $5,426,957,226 | 79.3% |
| Cash | $1,416,620,612 | 20.7% |
| Total | $6,843,577,838 | 100.0% |