$710MM AUM | $3.4MM GDC in Lake Oswego, OR

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge
Location
Lake Oswego, OR, US
Fee 0% Commission 100%
$3,400,000
Gross Revenue
5,000
# of Accounts
60
Avg Client Age
Overview

We are an Independent firm dually registered as an Independent RIA and with a Broker/Dealer located in the Portland Oregon metro area. We are looking to add advisors that can benefit from our existing systems.

Extended Profile Information

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