Epstein & White Financial LLC info
Epstein & White Financial LLC (SEC CIK 1713936) first filed with the SEC on 2018-01-29 (Form 13F-HR) and has filed 15 times since, including 15 Form 13F-HR quarterly holdings reports. It is organized in CA and registered at 9740 APPALOOSA ROAD, SUITE 150, SAN DIEGO, CA, 92131.
- Name: Value Epstein & White Financial LLC.
- SEC CIK: Value 1713936.
- State of organization: Value CA.
- Business address: Value 9740 APPALOOSA ROAD, SUITE 150, SAN DIEGO, CA, 92131.
No Form ADV row is held for this firm, so its adviser registration date, assets under management and employees are left out rather than estimated.
Firm
| Field | Value |
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| Name | Epstein & White Financial LLC |
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| SEC CIK | 1713936 |
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| State of organization | CA |
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| Business address | 9740 APPALOOSA ROAD, SUITE 150, SAN DIEGO, CA, 92131 |
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| Mailing address | 9740 APPALOOSA ROAD, SUITE 150, SAN DIEGO, CA, 92131 |
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| Phone | 858-564-8036 |
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| Fiscal year end | December 31 |
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| Former names | None filed |
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SEC Filing History
| Field | Value |
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| First SEC filing | 2018-01-29 (Form 13F-HR) |
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| Latest SEC filing | 2021-08-10 (Form 13F-HR) |
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| Filings on EDGAR | 15 |
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| First Form 13F-HR | 2018-01-29 (quarter ended 2017-12-31) |
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| Latest Form 13F-HR | 2021-08-10 (quarter ended 2021-06-30) |
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| Form 13F-HR filings | 15 |
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Filings by Year
| Year | Filings | Form 13F-HR |
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| 2021 | 3 | 3 |
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| 2020 | 4 | 4 |
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| 2019 | 4 | 4 |
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| 2018 | 4 | 4 |
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