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

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Continuity
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$1,350,000.00
# 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred

Loading...