$300,000 AUM | $15,000 GDC in Happy Valley, OR
Member is Interested In:
I am an independent RIA wishing to acquire & develop AUM clients. The majority of my current income is from commissions and planning fees.
Looking for Office Space in Happy Valley, OR
Looking for shared conference room (Minimum 20 seats) and meeting room (3-4 seats) to hold workshops and classes and then meet with resulting potential new clients in later appointments. This would be at least once/month.