Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Redmond, WA, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$430,000,000.00
Gross Revenue
$2,500,000.00
# of Accounts
900
Avg Client Age
55
Overview

We are looking to acquire an advisory firm where the Principal is looking to retire in the next 1-2 years or merge with an advisory firm with complimentary ideals and the ability to add additional capability depth to our current firm.

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