$50MM AUM in University Place, WA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
222 days old
General
Location
University Place, WA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50.00
# of Accounts
300
Avg Client Age
67
Overview

3- person independent full-service practice (IAR) seeking to buy a book of business and expand AUM. Specialize in working with retirement aged clients, but happy to work with clients of all ages across the state of Washington. Team holds securities license in series 6, 7, 63, 65, 66 and 24. Also holds insurance licenses in the lines of health and life. Includes in-house notary.

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