$50MM AUM | $440,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
486 days old
General
Compatibility
Location
Portland, OR, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$440,000.00
# of Accounts
300
Avg Client Age
51
Overview

We are a high touch fee only wealth management firm with organic growth of 15-20% per year. We are looking for someone that is either looking to exit the industry in the next few years, or for someone that is tired of being a lone ranger and wants to join a young growing firm.

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