$7.5MM AUM | $65,000 GDC in Seattle, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Seattle, WA, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$7,500,000.00
Gross Revenue
$65,000.00
# of Accounts
150
Avg Client Age
51
Overview

Current business is Approx 70% advisory and I have about 10 years to retirement. Seeking to find merger with the right partner and grow the business using synergies to position for greater value for succession at retirement.

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