$70MM AUM | $500,000 GDC in Oregon City, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Location
Oregon City, OR, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
200
Avg Client Age
60
Overview

70 mil in AUM. Moving more towards advisory. Current mix is about 2/3 trail revenue 1/3 advisory. Trailing GDC 500 - 800k. Looking for growth opportunities and potential partners.

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