$65MM AUM | $807,269 GDC in Olympia, WA

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Olympia, WA, US
Fee 0% Commission 100%
Gross Revenue
$807,269.00
# of Accounts
700
Avg Client Age
60
Overview

We are a hybrid firm with about 89% of our revenue fee based, and are looking to continue growing our company with high value, quality people who subscribe to similar objectives. Our Partners also have controlling interest in a WA State registered Trust company, which opens significantly more doors to AUM for our advisors. This opportunity is better understood through conversation with us about how we reach both higher net worth clients and everyday clientele.

We are a highly regarded firm looking to expand both Investment and Trust services. Our team is friendly, focused and able to be creative when building investment and planning platforms. If you have ideas we haven't yet thought of we're very willing to consider and adopt such ideas into our offerings. Our companies are here to serve, grow and stand out among the multitude of firms in our market.

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