$40MM AUM | $375,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Portland, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$375,000.00
# of Accounts
180
Avg Client Age
65
Overview

Looking to purchase local RIA business. Strictly fee-only. Revenues up to $250,000.
Client assets are managed in ETF model portfolios. Non-traditional investments are often used as bond alternatives.
Owner/buyer is CFP.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...