$110MM AUM | $980,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
233 days old
General
Location
Portland, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$110,000,000.00
Gross Revenue
$980,000.00
# of Accounts
800
Avg Client Age
60
Overview

We are a financial planning fee only RIA firm seeking to thoughtfully expand through advisor recruitment and/or buying the right business.

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