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Unaccredited
RIA News: EP Wealth Adds $1B RIA Lehman & DeRafelo in PA
- 00 mins 46 secs
EP Wealth Advisors just crossed $3 billion in assets under management in the northeast following its second deal of the year. The independent RIA is buying Lehman & DeRafelo Financial Resources in Pennsylvania. EP Wealth now has more than 30 offices across 11 states from coast to coast.
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RIA TV
Jenna: Hello and welcome to R News E Wealth Advisors just crossed $3 billion in assets under management in the northeast. Following its second deal of the year, the independent R is buying at Lehman and Diallo financial resources in Pennsylvania, adding over a billion dollars to its A U E P wealth now has more than 30 offices across 11 states from coast to coast and that wraps it up for this R A news update. I'm Jenna Dagenhart with asset TV.
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Thrivent Asset Management offers actively-managed funds with a track record of competitive performance. For more than half a century, we have used long-term investment approaches to unearth future opportunities for you and your clients. Our fund family provides accumulation and distribution strategies designed for all risk tolerances.
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