$300MM AUM | $2.4MM GDC in Bellevue, WA

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Location
Bellevue, WA, US
Listing Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$2,400,000.00
# of Accounts
800
Avg Client Age
65
Overview

We are a multi channel RIA and Broker Dealer. We focus on retirement plan consulting as well as individual wealth management. Our individual wealth management practice is focused on financial planning. We are owned by an independent insurance brokerage that has offices throughout the state of Washington and looking to expand our RIA and BD practice into those offices in other cities outside of Bellevue. Specifically, we are looking for practices in Yakima, Tri Cities, Portland and Chico California.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...