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Financial Advisor   

$105MM AUM | $875,000 GDC in Lake Oswego, OR

Member Level
Premier
Last Activity
today

Business Mix:

0% Comm
100% Fee

General

Location
Lake Oswego, OR, US
12 Month Gross Revenue
$875,000
Number of Accounts
599
Avg Client Age
61

Overview

We are an Independent RIA pf predominantly CFP® professionals who maintain their own client books. If you are looking to sell your practice now or in the future, leave the B-D world, or join a RIA firm that preserves the value of your own client book and provides a succession opportunity for your business, please reach out to us.

 
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