Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Portland, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$180,000.00
# of Accounts
100
Avg Client Age
45
Overview

My firm is 10+ years old and I am looking to grow the firm via acquisition or possibly merger. In addition to adding clients, I would like to also add depth in advisor experience and best practices in client communication, efficiency, etc.

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