Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Profile Age
561 days old
General
Location
Portland, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$600,000.00
# of Accounts
750
Avg Client Age
59
Overview

Expanding in the Portland area to combine with our southern Oregon office. Looking to add to or merge with existing local group/individual

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