Overview

We are a well capitalized advisor with a robust infrastructure looking to buy or merge as a potential succession plan. With our institutional portfolio management roots at Rainier Investment Management, our firm has a unique blend of breadth and depth of investment, sales and business experience. We are a fee only Advisor looking for like minded, entrepreneurial individuals or teams that may want to move their clients to an innovative and cost efficient business model while being paid like an owner. We are a no drama, professional team that ALWAYS puts its clients first. If you need an exit plan and this sounds interesting to you, please send us a note to discuss potential opportunities or synergies. Jim ___

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...