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Financial Advisor   

$45MM AUM | $120,000 GDC in Portland, OR

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Portland, OR, US
12 Month Gross Revenue
$120,000
Number of Accounts
30

Overview

Dually-registered 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 wirehouse or other broker-dealer. Likely to leave current broker-dealer for RIA-only presence later this year.

 
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