$29MM AUM | $240,000 GDC in Renton, WA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Merge | Successor
Location
Renton, WA, US
Fee 0% Commission 100%
$240,000
Gross Revenue
280
# of Accounts
50
Avg Client Age
Overview

Looking to merge practices utilizing a strategic team approach, ideally with a socially responsible/impact investment focus. Will also consider joining an established SRI firm.

Extended Profile Information

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