Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Bellevue, WA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$150,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
250
Avg Client Age
50
Overview

We are a financial planning and wealth management practice run by two CPA/CFAs in their 30's who have a lot of energy and work really hard to provide high quality service to our clients. We are looking to acquire practices from retiring advisors or advisors who want to join our team.

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