Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Eagle, ID, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$190,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

I run an independent RIA with offices in Eagle, ID and Pleasanton, CA. The firm has been in business in since 1985 and has a strong focus on financial planning. The majority of our work is fee-based, and we are open to either acquiring practices outright or pursuing merger opportunities for advisors looking to partner with a larger firm as we have a network of nearly 30 advisors spread across the country.

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