Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Richland, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$1,050,000.00
# of Accounts
725
Avg Client Age
62
Overview

We are looking to expand our practice footprint in locations in Washington. Would prefer a straight buy/sell but would consider someone transitioning out. Our practice is comprehensive with some financial planning and insurance planning. Our ideal clients have $300k or more in investments and are looking to take a moderately passive role in investment management.

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