Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Mercer Island, Wa, WA, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
722
Avg Client Age
65
Overview

We are looking for a merger with a smaller firm where the principal is interested in being actively involved and ownership.

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