Family Office
EP Wealth Advisors
Torrance, CA, United States
Type
Family Office
Check size
n/a
Verticals
Generalist
Investment thesis
EP Wealth Advisors is a registered investment advisory firm founded in 2004 and headquartered in Torrance, California. The company provides financial planning, investment management, and wealth management services to individuals, families, and institutions. EP Wealth Advisors has expanded its presence across the United States through acquisitions and organic growth, managing billions in client assets and focusing on personalized, fiduciary advice tailored to clients’ financial goals.
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