$110MM AUM | $1MM GDC in Lake Oswego, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Lake Oswego, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
500
Avg Client Age
60
Overview

Financial Life Planning firm looking to buy. Located in Lake Oswego we are primarily fee based and our firm is transitioning away from Broker/Dealer business. Most of our B/D assets are legacy and moving to fee based. We are interested in discussing purchasing or merging with an established practice.

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