$210MM AUM | $1.6MM GDC in Seattle, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Seattle, WA, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
500
Avg Client Age
60
Overview

Growing fee only RIA seeking to learn more about potential partners or small firms that need a succession plan

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