Overview

My RIA practice is $162MM in assets and has twelve month revenue of $1,700,000.

I'm looking to purchase a practice in the Pacific Northwest (Seattle or Bay Area especially) and prefer to be within a 30 mile radius of Boise, ID. Practices with best fit will be small household count with $3MM+ average household balance.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

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