$500MM AUM | $4.2MM GDC in Gig Harbor, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Gig Harbor, WA, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
Gross Revenue
$4,200,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We are a team practice focusing on both short and long term succession planning, providing multiple options to sellers from immediate transtion to a more long term lifestyle option.

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