$130MM AUM | $2.5MM GDC in Everett, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Everett, WA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

RIA of $130 million with common ownership with a 25 person CPA firm. AUM, FIAs, real estate 1031 DSTs, estate planning, trust and income tax at the highest level. We use radio shows, TV, social media, seminars, books, and marketing joint ventures.

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