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FUNDRAISING NEWS | July 01, 2024

EP Wealth Advisors Acquires Sloan Investment Management

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EP Wealth has completed its third RIA acquisition of 2024 with the purchase of Sloan Investment Management, a Dallas-based RIA managing approximately $700 million in assets. This acquisition boosts EP Wealth's total assets under management in the Dallas area to over $1 billion.

Frank Sloan, the founder and managing partner of Sloan Investment Management, established the firm in 2007 following over four years as a portfolio manager at Stephens Inc. Sloan Investment Management is known for its proprietary methodology, 'post-modern portfolio management,' used to manage client assets in-house. Frank Sloan leads a team of seven, all of whom will continue to operate under the Sloan brand name. This acquisition signifies EP Wealth's ongoing expansion in the RIA sector, enhancing its presence in the Dallas-Fort Worth metroplex.

To view the press release, click here.

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Written By: John Washington, Data Research Analyst

John Washington is the Data Research Analyst at Dakota.

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