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EP Wealth Advisors , a fee-only financial advisory firm based in Torrance, Calif., with $2 billion in assets under management, has merged with Ballou Plum Wealth Advisors, a San Francisco-based firm with $300 million in AUM. The merger announced Wednesday is part of a five-year plan for EP Wealth Advisors, which has offices in San Francisco, West Los Angeles, Irvine, Calif. Comment?
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