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.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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