Deal snapshot: EP Wealth Advisors Acquires California Investment Manager Coulston Financial Services.

MANews-(C)2009-2022

US-based registered investment adviser EP Wealth Advisors, LLC has acquired California-based investment management services provider Coulston Financial Services, the company said.

This acquisition expands EP Wealth's presence in California's Bay Area. Coulston Financial Services provides investment management services for its...

To continue reading

Request your trial

VLEX uses login cookies to provide you with a better browsing experience. If you click on 'Accept' or continue browsing this site we consider that you accept our cookie policy. ACCEPT