$140MM AUM | $850,000 GDC in Tualatin, OR

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Tualatin, OR, US
Fee 0% Commission 100%
Gross Revenue
$850,000.00
# of Accounts
350
Avg Client Age
54
Overview

Fee only RIA with investment and planning practice. Looking to acquire/merge with another firm in Portland area for additional scale and resources.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...