$80MM AUM | $800,000 GDC in Eugene, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Eugene, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$80,000,000.00
Gross Revenue
$800,000.00
# of Accounts
466
Avg Client Age
51
Overview

We are a growing firm with 2 advisers. We are 100% Fee based and planning driven. We hope to find businesses looking to transition out of the business and need a place that their clients can get the help the need.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...