$55MM AUM | $420,000 GDC in Bend, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Bend, OR, US
Profile Type
Merge | Find Successor | Continuity | Join A Practice | Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$420,000.00
# of Accounts
260
Avg Client Age
60
Overview

Looking for another solo practitioner or very small firm that has similar investment philosophy. Hoping to find a situation where merged firms/advisors could be back up support and emergency succession plans for each other.

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