$300,000 AUM | $15,000 GDC in Happy Valley, OR

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Happy Valley, OR, US
Fee 0% Commission 100%
Gross Revenue
$15,000
# of Accounts
15
Avg Client Age
57
Overview

I am an independent RIA wishing to acquire & develop AUM clients. The majority of my current income is from commissions and planning fees.

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