$45MM AUM | $500,000 GDC in Salem, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
474 days old
General
Compatibility
Location
Salem, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$500,000.00
# of Accounts
175
Avg Client Age
50
Overview

Looking to acquire a book of business in mid-valley between $30-$60M. Would be open to keeping existing staff of book being acquired and having existing advisor stay on part time for a couple of years if desired.

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