$850MM AUM | $4MM GDC in Portland, OR

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Portland, OR, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$850,000,000.00
Gross Revenue
$4,000,000.00
# of Accounts
580
Avg Client Age
60
Overview

We have a 401(k) institutional side of the business and a wealth management side of the business, really trying to grow wealth management practice

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...