Torrance Newswire

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Results 1 - 2 of 2 for "u:investmentnews.com" in Torrance, CA

  1. EP Wealth Advisors buys $400 million Donnelly Wealth AdvisorsRead the original story w/Photo

    Monday Jun 4 | InvestmentNews

    EP Wealth Advisors , an RIA firm now managing $3.6 billion in assets and headquartered in Torrance, Calif., has acquired Donnelly Wealth Advisors of San Diego, which manages $400 million. In a succession move, Richard "Rich" Donnelly, who founded his registered investment adviser in 1997, will become a regional director at EP Wealth.

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  2. EP Wealth Advisors acquires Millie Capital ManagementRead the original story w/Photo

    Feb 13, 2018 | InvestmentNews

    EP Wealth Adviso rs, 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. Millie Capital, which manages about $240 million in assets, was founded by Ross Millie in 1991.

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