Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
474 days old
General
Location
Vancouver, WA, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
310
Avg Client Age
55
Overview

With 14 years in the business and around $30 mm AUM, I offer a good mix of experience, extra capacity for new clients, and decades remaining before I retire. If selected, I look forward to spending the time needed to meet all of the clients in person and get to know them, and to learn the details of the current advisor’s management style to make the transition as seamless as possible for the clients.

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