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]
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