$72MM AUM | $696,000 GDC in Bend, OR

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Bend, OR, US
Fee 0% Commission 100%
Gross Revenue
$696,000
# of Accounts
400
Avg Client Age
60
Overview

Our business focuses on Financial Planning and Investment Management. I am interested in acquiring smaller practices in the years ahead.

Has Office Space to Share in Bend, OR

Office space available for advisor affiliated with LPL Financial. Includes private advisor office, shared conference room, kitchenette, receptionist to greet clients, internet, printer. Could join our phone system or bring your own VOIP access. Potential for administrative support.

Contact to discuss details
 
Extended Profile Information

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