$1,500MM AUM | $6.5MM GDC in Lake Oswego, OR

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Lake Oswego, OR, US
Fee 0% Commission 100%
Gross Revenue
$6,500,000
# 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.

Extended Profile Information

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