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EP Wealth Advisors, LLC

Credit Sector:- Financial Services

Country:- United States

Bond Document:- https://www.bondpdf.com

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List of Corporate Actions

Announcement Date CA Type CA Impact CA Event ISIN
12-Feb-2018 Acquisition Acquired Name Millie Capital Management LLC US00214WAE12
EP Wealth Advisors, LLC announced today the acquisition of Millie Capital Management LLC.
10-Jul-2019 Acquisition Acquired Name Pathlight Investors, LLC US00214WAE12
EP Wealth Advisors, LLC announced today that it has acquisition of Pathlight Investors, LLC.
21-Aug-2019 Acquisition Acquired Name Personal Financial Consultants, Inc. US00214WAE12
EP Wealth Advisors, LLC has today announced its acquisition of Personal Financial Consultants, Inc.
16-Oct-2019 Acquisition Acquired Name CPIC International Co., Limited US00214WAE12
EP Wealth Advisors, LLC today announced its acquisition of CPIC International Co., Limited.
04-Aug-2020 Acquisition Acquired Name Providus Advisors, LLC US00214WAE12
EP Wealth Advisors, LLC today announced that it has completed the acquisition of  Providus Advisors, LLC.

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