$40MM AUM | $450,000 GDC in Portland, OR

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity
Location
Portland, OR, US
Fee 0% Commission 100%
Gross Revenue
$450,000.00
# of Accounts
175
Avg Client Age
50
Overview

Primarily fee-based, discretionary investment advisor look to explore contingency options or long-term buy-out plans of another practice for growth.

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