Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
695 days old
General
Location
Bellevue, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
70
Avg Client Age
50
Overview

I'm interested in expanding my asset management practice. I have other business in addition to the asset side and want to bring those to that. The asset management part is only part of my practice. My wealth management and tax practice. I have younger associates and want to build on this for myself and them. I not interested in selling and have not plans to retire. My goal is to find compatible practices I can acquire. Have a great organization and have been doing this for 47 yrs.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...