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EP Wealth Advisors acquires Millie Capital Management

InvestmentNews

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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