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Alts News

EP Wealth Acquires Another California-Based RIA

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EP Wealth Advisors LLC, an independent registered investment adviser, has acquired Caves & Associates Inc., a $191 million RIA based in Manhattan Beach, California....
Alts News

EP Wealth Names Patrick Goshtigian as CEO

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EP Wealth Advisors LLC, a fee-only registered investment advisory and financial planning firm, has appointed Patrick Goshtigian to serve as its chief executive officer,...
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