$20MM AUM | $140,000 GDC in Seattle, WA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Seattle, WA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$140,000.00
# of Accounts
60
Avg Client Age
55
Overview

Looking to explore the marketplace and make contact with like minded firm. Most of my business consists of tactical management by using ETFs and individual securities. If the fit is right, I'd consider purchasing or merging with another practice.

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