EP Wealth Advisors acquires $118 million RIA

EP Wealth Advisors, a Torrance, California-based registered investment adviser managing $15 billion, has acquired Klein Financial Advisors Inc., a Newport Beach, California-based RIA managing $118 million.

The Newport Beach-based acquisition expands EP Wealth’s presence in the Greater Los Angeles area.

The firm, founded by Lauren Klein in 2003, has a strong emphasis on serving women.

[MORE: EP Wealth Advisors acquires Bay Area RIA]

The post EP Wealth Advisors acquires $118 million RIA appeared first on InvestmentNews.

Andrew is half-human, half-gamer. He’s also a science fiction author writing for BleeBot.

Andrew Vincent
Andrew is half-human, half-gamer. He's also a science fiction author writing for BleeBot.
%d bloggers like this: