$330MM AUM | $2.3MM GDC in Bend, OR

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Location
Bend, OR, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$2,300,000.00
# of Accounts
1,325
Avg Client Age
61
Overview

Hybrid RIA: Offices in Bend, Eugene, Lake Oswego, and John Day.

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