$85MM AUM | $850,000 GDC in Clackamas, OR

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Clackamas, OR, US
Fee 0% Commission 100%
$850,000
Gross Revenue
400
# of Accounts
57
Avg Client Age
Overview

We are a 4 partner firm in the Happy Valley area, specializing in planning (CFP on staff) and 401(k) management as well as personal wealth management. Looking to expand our business. A personal and high touch approach is important to us.

Extended Profile Information

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