Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
592 days old
General
Location
Bend, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$865,000.00
# of Accounts
230
Avg Client Age
62
Overview

Took our business independent May of 2017 and after the transition, now actively looking for a merge/ buyout to grow in the Pac NW. 80% of our practice is in New England. Our office is in Bend Or and is 100% fee based.

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