$180MM AUM | $250,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Portland, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$250,000.00
# of Accounts
100
Avg Client Age
55
Overview

Primarily fee based 90+%, 50/50 Qualified Plan & Private Client Work

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