Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Vashon, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$40,000.00
# of Accounts
8
Avg Client Age
45
Overview

My Business is mostly made up of Retirement Plan advisory work that is starting to move into wealth management. I am looking to grow my business through growth and acquisitions. I would also be open to merging with the right partner(s) should that possibility arise.

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