Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
619 days old
General
Location
Beaverton, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$41,000,000.00
Gross Revenue
$120,000.00
# of Accounts
200
Avg Client Age
58
Overview

RIA with a focus on portfolio management and financial planning. Long-term Value Investing. 100% Fee Based

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