$55MM AUM | $700,000 GDC in Anchorage, AK

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
Listing Age
195 days old
General
Location
Anchorage, AK, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$700,000.00
# 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 support staff and have streamlined our processes to be ready to integrate a book quickly and efficiently. We currently manage about 50M and about 160 households, so we have the capacity to easily onboard any number of new clients. One of our staff members is also working to become an advisor and we have a senior planner that will be retiring soon but can help with the workload during a transition period. 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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