$100MM AUM | $750,000 GDC in Hillsboro, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Hillsboro, OR, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$750,000.00
# of Accounts
500
Avg Client Age
58
Overview

Looking to acquire one or more books of business for our practice. We are a national business with regional ownership and offices operating in fee based and traditional brokerage/insurance planning services. We are also interested in working with seasoned professionals wanting to incorporate with a well balanced planning firm culture steeped in client forward thinking and planning.

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