$50MM AUM | $130,000 GDC in Portland, OR

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Portland, OR, US
Fee 0% Commission 100%
Gross Revenue
$130,000
# of Accounts
15
Overview

Fee-only RIA providing discretionary outsourced CIO services to non profits, foundations and endowment clients in the Pacific Northwest. Looking to acquire practices with similar client mix or merge with firms offering a synergistic relationship. Not interested in joining rollup firms, wirehouse or other broker-dealer-related firms (i.e. Ameriprise, etc.).

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