EP Wealth Advisors acquires Millie Capital Management
Acquisition expands Northern California footprint and adds $240M in AUM.
EP Wealth Advisors, a registered investment advisor based in Torrance, Calif., managing $3.29 billion in assets, has acquired Millie Capital Management of Reno, Nev., and Walnut Creek, Calif.
Terms of the acquisition were not disclosed.
Millie Capital, which manages about $240 million in assets, w
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