$350MM AUM | $3.2MM GDC in Spokane, WA

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Successor
Location
Spokane, WA, US
Fee 0% Commission 100%
Gross Revenue
$3,250,000.00
# of Accounts
1,500
Avg Client Age
60
Overview

Financial Management, Inc. is a hybrid Registered Investment Advisor that specializes in comprehensive financial planning and wealth management. We have offices in Yakima, Kennewick, Wenatchee and Spokane, and support staff at each location. We have created systems and processes to assist with the on-boarding process of new partners and sellers. Our acquisition success is credited to our unique approach of carefully listening and identifying what is important to the selling individuals, and tailoring the buyout process to those needs.

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