$65MM AUM | $807,269 GDC in Olympia, WA

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Olympia, WA, US
Fee 0% Commission 100%
$807,269
Gross Revenue
796
# of Accounts
61
Avg Client Age
Overview

Practice is 90% Fee based RIA and 10% brokerage based.

RIA side, financial planning and investment modeling. We employ algorithms to run the growth models and build income models separately.

On the brokerage side variable annuities, traditional mutual funds and fixed income.

Has Office Space to Share in Olympia, WA

Own 2500 square feet of office space. There are 12 offices within the two suites.

Contact to discuss details
 
Extended Profile Information

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