$190 AUM | $1.8MM GDC in Beaverton, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Beaverton, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$190.00
Gross Revenue
$1,750,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

StoneRidge Wealth Management is a fee based advisory firm with approximately $190M AUM. We actively manage our client's portfolios and meet with our clients every quarter. We have three offices: main office Beaverton, Oregon, and satellite offices in Vancouver Wa. and Lloyd Center (eastside downtown Portland) Van Mason is President and Managing Partner. Amy Treat is a partner, and also COO. We have four supporting staff, and one associate who has his own client base. We are recognized at LPL as having one of the best organized practices. Amy Treat has been a featured speaker at several LPL national conferences, giving presentations on our marketing programs and administrative efficiencies. We are looking to expand our practice in the greater Portland area.

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