Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Profile Age
381 days old
General
Location
Anchorage, AK, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$75,000,000.00
Gross Revenue
$800,000.00
# of Accounts
350
Avg Client Age
50
Overview

We are a team of two CFP’s looking to buy a primarily financial planning/wealth management focused business. We are a relatively young team with plenty of experience. We have two junior advisors and have streamlined our processes to be ready to integrate a book quickly and efficiently. We currently manage about 75Mand about 160 households, so we have the capacity to easily onboard any number of new clients. We are based out of Bellevue, WA but travel to Alaska very frequently for client meetings already. Our team is very eager to expand further up in the area and bring on another advisor to expand our firm in the Anchorage and Southeast Alaska region.

Please feel free to reach out to discuss further, I am always open to meeting other advisers locally or in the Alaska area.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...