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

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Portland, OR, US
Listing Type
Buyer | Merge | Continuity
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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...