$115MM AUM | $750,000 GDC in Kirkland, WA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Kirkland, WA, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
425
Avg Client Age
60
Overview

Holistic Wealth Manager located in Kirkland, WA. Looking to add an advisor with a book of business or we may consider a merger. We help clients with all aspects of their financial lives. We use ETFs and invest across asset classes to help clients reach their goals. Principal has been in the business for just shy of 20 years. We serve high net worth individuals. All past growth was organic.

We are also looking for a Client Service Administrator.

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