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Financial Advisor   

$825MM AUM | $5.3MM GDC in Lake Oswego, OR

Member Level
Premier
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Lake Oswego, OR, US
12 Month Gross Revenue
$5,300,000
Number of Accounts
1,800
Avg Client Age
55

Overview

We are a regional fee only investment advisory firm, with offices in Portland and Salem, Oregon, as well as San Diego and Carlsbad, California. We provide investment management, financial planning, and tax planning/preparation to high net worth individuals, and also provide investment and consulting services to corporate retirement plans.
We hope to identify future acquisition or merger candidates through participation in this service.

 
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