$200MM AUM | $900,000 GDC in Lake Forest Park, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lake Forest Park, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$900,000.00
# of Accounts
50
Avg Client Age
60
Overview

As an institutional sub-advisory money management firm we are expanding our services by entering the the retail investor market in Puget Sound. We seek to bring on quality investment professionals who enjoy working with retail clients, and prefer to have a seasoned team of highly skilled portfolio managers, asset allocation specialists and back-office support to manage the daily business. Our team has managed mutual funds, hedge funds, and collectively has 125 years of investment experience.

Ideally, we look to acquire local businesses from RIA's and brokers looking to work a few more years (succession planning) or join us for the long-term, but we are fully open to acquisition and merger opportunities. Our goal is to leverage our knowledge, technology and experience to help you achieve your business objectives. Our mission is to be the best investment firm in Puget Sound from the lens of the investor (performance, service, and risk management).

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