$110MM AUM | $1MM GDC in Clackamas, OR

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Listing Type
Buyer
Location
Clackamas, OR, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000
# of Accounts
1,000
Avg Client Age
60
Overview

We are local firm that specializes in money management, financial planning and local alternative investments. We believe that every client deserves a holistic investment and planning approach that doesn't just focus on solving their current needs, but creates a strategy to accomplish the various future needs and goals in each personalized financial plan. Wealth Management shouldn't be trying to fit each client into predetermined boxes, it should be about customizing a portfolio that best suits the client's tolerance and objectives that creates the best possible returns.

Our desire as a firm is to investigate the opportunities in our local area where we can look to acquire and partner with other local firms looking for succession or to sell. Our belief is that our team of advisors and high-touch client interaction processes, will be well-suited for any acquisition.

Extended Profile Information

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