$112MM AUM | $420,000 GDC in Salem, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
81 days old
General
Compatibility
Location
Salem, OR, US
Listing Type
Seller | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$420,000.00
# of Accounts
180
Avg Client Age
52
Overview

Well established financial planning firm. Incredible historic office location. We specialize in wealth management, 401(k) planning, Retirement planning, and insurance.

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