$105MM AUM | $3MM GDC in Portland, OR

Market
Advisor/RIA
Member Level
Chalice
Last Activity
2 weeks
General
Location
Portland, OR, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$105,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
200
Avg Client Age
60
Overview

Our primary business is institutional retirement plan consulting. We work with a wide variety of plan sponsor clients to develop fiduciary governance programs, select and monitor investment managers within the retirement program, and oversee/benchmark plan vendors.

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