$70MM AUM | $1.1MM GDC in Fairview, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
395 days old
General
Location
Fairview, OR, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$1,100,000.00
# of Accounts
325
Avg Client Age
65
Overview

Unique practice that integrates investment management with tax preparation, which gives us the ability to offer real planning and comprehensive financial services to provide the best outcome for our clients, after taxes.

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