Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lake Oswego, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$694,000,000.00
Gross Revenue
$5,332,549.00
# of Accounts
400
Avg Client Age
60
Overview

SEC Registered Investment Advisor, Fee only. Discretionary management.

Hope to acquire a compatible practice.

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