$700MM AUM | $3.7MM GDC in Kennewick, WA

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Kennewick, WA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$700,000,000.00
Gross Revenue
$3,700,000.00
# of Accounts
1,150
Avg Client Age
60
Overview

HFG Trust is a growing wealth management company with a state of Washington Trust charter headquartered in Tri Cities, WA. HFG Trust provides comprehensive and holistic planning for individuals, 338 Fiduciary services for 401k plans and trustee services for testamentary and living trust. HFG Trust is looking to expand strategically to the following cities: Boise, Salt Lake City, Las Vegas, Spokane, Portland, Bend, Reno and Seattle. Candidates who desire to work with a progressive wealth management organization in a fiduciary only environment and would like the opportunity to build a team are encouraged to reach out. Smaller RIA firms with a fiduciary planning focused practice looking for scale, efficiency, enhanced profitability and lifestyle, feel free to connect.

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