$25MM AUM | $225,000 GDC in Tacoma, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
365 days old
General
Listing Type
Buyer | Merge | Continuity
Location
Tacoma, WA, US
Fee 0% Commission 100%
Gross Revenue
$225,000
# of Accounts
800
Avg Client Age
60
Overview

Growing 4-person independent full-service financial services hybrid practice (Commission-Based Investments/Insurance/IAR), in business 10+ years, searching for acquisitions/possible merger with another independent firm. Primary markets served are Kitsap, Pierce and Thurston Counties. Client base has been primarily 60+ age range, but new marketing strategies implemented are growing a strong 30-50 YO client base.

Extended Profile Information

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