$200MM AUM | $1.4MM GDC in Bend, OR

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Continuity
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$1,350,000
# of Accounts
1,000
Avg Client Age
60
Overview

Well established and process oriented firm that specializes in comprehensive Financial Planning. Looking for opportunities to buy or help other adviser's or firms become more productive and profitable.

Extended Profile Information

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