$145MM AUM | $1.4MM GDC in Portland, OR

Market
Advisor
Member Level
Plus
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Portland, OR, US
Fee 0% Commission 100%
Gross Revenue
$1,350,000.00
# of Accounts
950
Avg Client Age
60
Overview

Primarily we are a fee-based asset management and Financial Planning firm moving in the direction of being 100% RIA. Looking to perhaps acquire or merge a smaller practice, possibly even bringing a junior advisor on as well. We have office space for multiple advisors and staff. We are the Portland, OR extension of Carson Wealth Management. We custody at TDA and Fidelity for our advisory assets and Pershing for brokerage. Looking for other like minded advisors to build out our ensemble practice.

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