$20MM AUM | $250,000 GDC in Vancouver, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Vancouver, WA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250,000.00
# of Accounts
250
Avg Client Age
65
Overview

We provide investment income planning, Managed Money, annuity, and insurance solutions to our clients who are close to retiring or have retired. We use traditional and alternative investment solutions to meet our client needs.
We have capacity to add new clients though referrals and business practice acquisitions.

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