Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
164 days old
General
Location
Bend, OR, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$47,000,000.00
Gross Revenue
$235,000.00
# of Accounts
129
Avg Client Age
64
Overview

I'm interested in buying a practice in the Northwest. Most of my business is active management/fee-based, but I do have some annuities for some clients. I'm very open to other concepts of what an advisor would like me to carry onward, as long as it's the right thing for the client, then I'm good to go. The primary goal is to buy a practice that I can build off of long-term, with long-term relationships. I work incredibly hard, and I listen to clients and their needs.

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