$200MM AUM | $1.5MM GDC in Corvallis, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Corvallis, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
1,500
Avg Client Age
65
Overview

Looking to grow our business by purchasing other advisor practices within 130 miles of our location in Corvallis Oregon.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...