This profile is unclaimed.
ClaimMulti-faceted Wealth Management Firm
EP Wealth Advisors is investment management, financial planning and wealth advisory firm with over $5 billion in client assets under management (as of June 30, 2019). EP Wealth Advisors has announced its acquisition of Conlon Dart Wealth Management (“Conlon Dart”) in Seattle. Our mission is to understand your unique situation and develop a customized plan with strategies designed to achieve your specific goals and objectives.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Seattle, WA
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Year founded
Founded 2004
1 Locations
- Seattle , WA
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