$25MM AUM | $400,000 GDC in Kennewick, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Kennewick, WA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
300
Avg Client Age
65
Overview

Independent Investment Advisory firm that specializes in Retirement Planning platforms only. Have spent the last year and a half slowly creating a small sector of fee only based accounts that compliment our client's overall retirement product mix. My ultimate goal is to increase in size to where my AUM is 100,000,000. I believe this will be accomplished by being able to find just the right previously established, mature book of business that fits directly into my business model niche.

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