$200MM AUM | $1.4MM GDC in Portland, OR

Market
RIA
Member Level
Premier
Last Activity
today
General
Location
Portland, OR, US
Profile Type
Buyer | Find Successor | Continuity
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
713
Avg Client Age
58
Overview

Our primary practice is wealth management for individuals and small institutions. Source of client funds is most often inheritance or sale of business and most funds are taxable.

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

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...