$30MM AUM | $250,000 GDC in Bend, OR

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
371 days old
General
Location
Bend, OR, US
Listing Type
Buyer | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$250,000.00
# of Accounts
175
Avg Client Age
55
Overview

Looking to selectively grow fee only RIA through acquisition. I offer complete wealth management services including: investment management, long term financial planning, tax avoidance/deferral strategies, insurance optimization, cash-flow analysis, debt reduction strategies, college planning, retirement income optimization, etc..

I am a fiduciary and take my relationships with my clients very seriously. I get to know them, their family, and their objectives extremely well. I continually seek ways to add value to their financial lives.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...