Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Bellingham,, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$135,000,000.00
Gross Revenue
$950,000.00
# of Accounts
500
Avg Client Age
70
Overview

We are a growing independent full service investment management firm seeking compatible practices to acquire into our practice. We are open to various options to include lump sum buyouts, continuing production payouts, or joining our team.

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