Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Seattle, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$275,000.00
# of Accounts
150
Avg Client Age
52
Overview

We are an established 100% fee-based RIA practice. We’re interested in a merger/partnership with another fee-based RIA with a preference in the Washington State/Oregon area but are open to interested parties from anywhere else in the USA. We're not interested in an affiliation or subcontractor structure.

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