$36B EP Wealth Issues $400M Loan, $100M Credit Facility
Yahoo Finance·2025-09-25 18:52
You can find original article here WealthManagement. Subscribe to our free daily WealthManagement newsletters. EP Wealth Advisors, an acquisitive Torrance, Calif.-based registered investment advisor with 400 million seven-year term loan and $100 million five-year revolving credit facility, according to S&P Global Ratings and Moody’s. "This financing reflects the strength and growth of EP Wealth," said EP Wealth Chief Financial Officer ...