$107MM AUM | $922,000 GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Portland, OR, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$922,000.00
# of Accounts
525
Avg Client Age
60
Overview

We have grown our firm to $107 AUM by merging with advisors who see value in combining our most basic services to lower costs for all involved. We have seven advisors including a CFA, CPA, two CFP's. All of our advisors have autonomy in the management of their book of business. Owners are father (age 72) and son (age 37) and we custody with TD Ameritrade and would welcome a conversation with you about your goals. Bruce & Tim Porter, principals

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