$140MM AUM | $500,000 GDC in Aberdeen, WA

Market
Advisor/RIA
Member Level
Chalice
Last Activity
this week
Listing Age
63 days old
General
Compatibility
Location
Aberdeen, WA, US
Listing Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$500,000.00
# of Accounts
500
Avg Client Age
60
Overview

Mainly looking for a quality successor to anticipate my retirement in 6 years. Business emphasizes good risk/reward returns. I do very little financial planning, which leaves opportunity for expansion by junior partner. Willing to buy a nearby book to make the business grow and give new partner additional assets. Best result would have a young, 5 to 10 year broker come in and buy the practice in 5 to 8 years.

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