$53MM AUM | $375,000 GDC in Spokane, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Spokane, WA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
250
Avg Client Age
62
Overview

I am a 25 year industry veteran who has owned his owned his practice for 8 years. I have a small sized clientele of roughly 50 clients and provide stellar customer service via a fee only business. I am looking for an older person to work with that is looking to retire soon but wants to make sure his client's will be well taken care of once they leave their hard earned practice.

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