$150,000 AUM | $1.2MM GDC in Eagle, ID

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Eagle, ID, US
Fee 0% Commission 100%
Gross Revenue
$1,250,000.00
# of Accounts
400
Avg Client Age
60
Overview

Family office dually registered office offering tax, legal, investment advisory and risk management solutions. Two advisors, two attorneys, one CPA and two support staff. Looking to grow in the greater Boise market by partnering with independent advisors seeking succession and/or exit strategy.

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