$20MM AUM | $200,000 GDC in Lake Oswego, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Lake Oswego, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
50
Avg Client Age
57
Overview

We are a boutique investment ___ focus is to find best values, that give our clients margin of safety.
We stay in the Northwest quadrant where we find most efficient frontiers in ___ are interested in finding like minded advisors that want to retire and sell their practices.

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