EP Wealth Advisors made one of its largest acquisitions ever, buying Executive Wealth Management, a registered investment ...

"EP Wealth acquires Michigan’s Executive Wealth Management" was originally created and published by Private Banker ...

The partnership brings approximately $1.6 billion in assets under management to EP Wealth, raising its total AUM to over $31 ...

The acquisition marks EP's first offices in Michigan and its seventh acquisition for 2024, which was an annual record for the ...

The deal with Executive Wealth Management represents EP’s largest Midwest acquisition to date, bringing its total AUM to over ...

EP Wealth Advisors ("EP Wealth"), a leading fee-only registered investment adviser ("RIA") with a growing national footprint, ...

Executive Wealth Management, a Brighton-headquartered wealth advisory firm, was acquired by Torrance, Calif.-headquartered EP ...

EP Wealth Advisors LLC’s holdings in iShares 1-3 Year Treasury Bond ETF were worth $166,000 at the end of the most recent quarter. Several other hedge funds have also added to or reduced their ...

EP Wealth Advisors, a fee-only registered investment adviser and financial planning firm, has named Jorge Bernal as its chief operating officer (COO). With over 30 years of experience in financial ...

EP Wealth Advisors LLC purchased a new stake in iShares 7-10 Year Treasury Bond ETF (NASDAQ:IEF – Free Report) in the third quarter, Holdings Channel.com reports.The institutional investor ...

While you should never adopt a dog solely for that dog to guard your home, getting a proficient watchdog can be an added ...