$2,300MM AUM | $3MM GDC in Portland, OR

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Portland, OR, US
Fee 0% Commission 100%
Gross Revenue
$3,000,000
# of Accounts
500
Avg Client Age
60
Overview

Acquire strong firms with culture/ethics similar to ours. Focus on wealth advisory for defined contribution and private wealth.

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