$40MM AUM | $100,000 GDC in Centralia, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
754 days old
General
Compatibility
Location
Centralia, WA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$100,000.00
# of Accounts
246
Avg Client Age
62
Overview

Moving more into managed money monthly. Would like to add to my practice in blocks where I can meet with the new clients and adequately service them (growing my staff as needed), before again adding more.

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