$135MM AUM | $800,000 GDC in Seattle, WA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Seattle, WA, US
Listing Type
Merge
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
150
Avg Client Age
64
Overview

We are a two partner RIA looking to merge with a 30-300M firm. Our ideal candidate would have one or more CFA or CFP professionals on staff, and share our deep commitment to building a client centric firm.

We decided to use Succession Link as a tool for connecting with possible merger candidates. For a merger to be successful, it is all about the individuals involved, and not the data points collected in a profile. We would welcome the opportunity to learn more about you, and how you see your firm evolving to see if there is a mutual fit.

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