$230MM AUM | $1.8MM GDC in Bellevue, WA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Continuity
Location
Bellevue, WA, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
550
Avg Client Age
55
Overview

We are a hybrid RIA with over 30 years in Bellevue. We are interested especially in providing a path for advisors to retire or sell a practice. That can be done as a merger or acquisition.

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