Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
732 days old
General
Location
Tacoma, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$90,000,000.00
Gross Revenue
$950,000.00
# of Accounts
150
Avg Client Age
60
Overview

We are an RIA that has been selective with adding clients so that we can maintain a close connection and build a high profit firm. We are heavy on the planning, including cash flow, tax, retirement, Social Security, etc. We are interested in acquiring smaller firms that have the same philosophy and would want us to take care of their clients in the same manner that they did.

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