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Financial Advisor   

$230MM AUM | $2.3MM GDC in Tacoma, WA

Member Level
Basic
Last Activity
6 months or more

Business Mix:

0% Comm
100% Fee

General

Location
Tacoma, WA, US
12 Month Gross Revenue
$2,300,000
Number of Accounts
1,500
Avg Client Age
55

Overview

We are an RIA wealth management firm, registered with the SEC, with three CFPs and two locations. In 2015, we recently combined two firms in the Tacoma, WA area that had similar client relationship values, business models and synergy. We are looking to grow in our area and are interested in finding firms that are relationship and planning driven. We are client first; our practice is founded on family, community, holistic and fiduciary values. We are looking to merge/purchase only firms who fit this value system.

 
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