$35MM AUM | $350,000 GDC in Lake Oswego, OR

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Lake Oswego , OR, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
50
Overview

We are looking to purchase or add new advisors to the firm through acquisition and sussession planning. Our core focus is effective asset management using managed accounts.

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