Market
Advisor/RIA
Member Level
Chalice
Last Activity
within 2 months
Profile Age
75 days old
General
Location
Bellevue, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$190,000,000.00
Gross Revenue
$1,750,000.00
# of Accounts
801
Avg Client Age
60
Overview

We are a holistic financial planning/wealth management firm in Bellevue, WA. Our clients trust us to manage their entire financial wealth, knowing that we have the fiduciary responsibility to put their best interests first. Being independent, we have the flexibility to create strategies unique to our firm and our clients. We are looking to add existing practices to our business and hope to find some great matches on this site. Our staff is a family, as well as our clients, we are very relationship driven.

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