Overview

We are a 3 Advisor firm with approx. $130million AUM, approx. 75% of that fee based, approx. $1millilon in production Looking to grow through acquisition or bringing in FA's looking to retire over the next few years and are looking at a several year transition out of the business and a warm handoff of their clients. Located in Silverdale, WA but willing to travel reasonable distances to accommodate the right opportunity.

Last Activity
6 months or more

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