Announced
Completed
Synopsis
EP Wealth Advisors, an investment management, financial planning and wealth advisory firm, completed the acquisition of LongView Asset Management, a Registered Investment Adviser and ESG Fiduciary. Financial terms were not disclosed. “As we begin this new journey with EP Wealth, we’re excited to offer more services to support our clients, while continuing our sustainability efforts. We will have access to EP’s depth of capabilities, enhancing our ability to serve our clients and community,” David Cantor, LongView Founder.
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