$85MM AUM | $800,000 GDC in Spokane, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
295 days old
General
Location
Spokane, WA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$85,000,000.00
Gross Revenue
$800,000.00
# of Accounts
600
Avg Client Age
64
Overview

Looking to support or buy solo self employed advisor businesses with staff and systems so they can just see clients and not have to run the business. A true succession and transition office that helps advisors retire with confidence and get overpaid for their book of business and work they put into building it

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