Market
Advisor/RIA
Member Level
Chalice
Last Activity
6 months or more
General
Location
Issaquah, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$420,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
800
Avg Client Age
59
Overview

We are building a building a premier wealth management firm in the Pacific Northwest by acquiring, recruiting and partnering with other professionals in our industry. We have purchased 6 practices over the last 4 years and feel that we offer a very unique value add in the acquisition space and also pay top dollar. We are open to meeting with anyone to see how me might benefit each other.

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