Market
RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Tacoma, WA, US
Profile Type
Buyer | Merge | Join A Practice
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$440,000,000.00
Gross Revenue
$3,800,000.00
# of Accounts
1,500
Avg Client Age
63
Overview

We are a RIA wealth management firm, registered with the SEC, with six CFPs, one CFA 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. With multiple generations of CFPs ,we plan to keep the practice running with the current staff for 30 years. We have completed one successful succession plan and one merger.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...