$175MM AUM | $900,000 GDC in Bellevue, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Bellevue, WA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$900,000.00
# of Accounts
1,621
Avg Client Age
57
Overview

A comprehensive wealth management firm focused primarily on fee based financial planning and investment advisory. The firm is a hybrid RIA and consists of specialists in multiple disciplines.

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