EP Wealth Expands In New Mexico With $390 Million Firm LongView
By Amit Chowdhry ● Yesterday at 10:45 PM
EP Wealth Advisors, a fee-only registered investment advisor, has partnered with LongView Asset Management, extending EP Wealth’s Southwest footprint with an expanded presence in Santa Fe, New Mexico. The addition brings more than $390 million in assets under management to EP Wealth, which said the move strengthens its ability to serve families across the state.