$53MM AUM | $465,000 GDC in Bend, OR

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Bend, OR, US
Fee 0% Commission 100%
$465,000
Gross Revenue
400
# of Accounts
60
Avg Client Age
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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