$45MM AUM | $200,000 GDC in Kirkland, WA

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Kirkland, WA, US
Fee 0% Commission 100%
Gross Revenue
$200,000.00
# of Accounts
44
Avg Client Age
65
Overview

We are a boutique fee only independent RIA firm that specializes in high net worth clients offering exceptional service and value. We always put the client first. We would like to acquire a firm to provide additional busines in order match our current servicing capacity.

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