$4MM AUM | $80,000 GDC in Lake Oswego, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Lake Oswego, OR, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$80,000.00
# of Accounts
600
Avg Client Age
50
Overview

I am an advisor that works on a team with another advisor and an assistant. Together we manage over 50 million assets with most of that being fee based in managed money. I wish to buy an additional book of assets that I can grow.

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