$38MM AUM | $1.4MM GDC in Beaverton, OR

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Beaverton, OR, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,400,000.00
# of Accounts
370
Avg Client Age
54
Overview

We are a private wealth management firm consisting of two advisors. We are primarily an accredited investor firm right now, we would like to expand our business to include more AUM clients and are interested in purchasing existing books of business now and in the coming years.

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