Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
533 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 three CFP’s looking to buy a primarily financial planning/wealth management focused business or to merge with a solo practice in the $5-30M range that may be interested in joining our group to expand resources. 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 75M and 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.

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