Market
RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
351 days old
General
Location
Bellevue, WA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$2,400,000,000.00
Gross Revenue
$11,000,000.00
# of Accounts
3,000
Avg Client Age
65
Overview

We are regional west coast RIA with offices in Bellevue, Portland, and San Francisco. We are looking to acquire smaller practices and leverage existing technology, compliance, and investment services. We utilize extensive financial planning and in house custom portfolios for clients. We have prior experience in acquiring RIA as well as breakaway brokers.

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