$165MM AUM | $1.1MM GDC in Mercer Island, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mercer Island, WA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$165,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
550
Avg Client Age
55
Overview

I am an independent adviser with 20 years experience here on Mercer Island. I have recently taken on a partner and with the extra horsepower would like to acquire or partner with a like minded adviser who is interested in transitioning his/her business. I'm open to several types of transition plans and my firm has extensive experience in managing the process in a seamless manner.

Let's see if there's a match. Thx

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...