$85MM AUM | $734,000 GDC in Bellevue, WA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Bellevue, WA, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$85,500,000.00
Gross Revenue
$734,000.00
# of Accounts
750
Avg Client Age
60
Overview

I work with a team of advisors that does fee based holistic financial planning. We are interested in purchasing books from advisors that want to ensure their clients are well taken care of. We ensure every client is met with regularly and recommendations are always made for the clients benefit.

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