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EP Wealth Advisors Opens Irvine Office

Eliane Chavagnon

6 January 2016

Torrance, CA-headquartered EP Wealth Advisors has opened an office in Irvine, CA, to better serve its growing client base in Orange County. 

The firm said the move is part of a five-year plan of continued expansion throughout California.

It launched in 2004 and now manages or advises nearly $2 billion in client assets, with clients in California and Colorado, 17 financial advisors and a total staff of 40.