$35MM AUM | $400,000 GDC in Bend, OR

Market
Advisor
Member Level
Premier
Last Activity
this month
Listing Age
126 days old
General
Listing Type
Buyer
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
250
Avg Client Age
60
Overview

Looking to possibly purchase other fee-only practices that are an appropriate fit with our current RIA.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...