This Seattle-based RIA is focused on providing its 105 client households life goal-oriented financial planning and portfolio management. Client education is also central to this practice’s service model. With trailing 12 months’ revenue of $656,145, of which 95% is generated from managing approximately $87.5 million in assets, this practice would make a great addition to a larger RIA seeking to establish or expand its roots in the Pacific Northwest.
The preferred buyer would be a larger RIA firm that is committed to providing the practice’s clients with the same personalized guidance and education they have come to expect. The buyer must be willing to retain the practice’s four employees, which include three CFPs, and provide the practice’s principal with a glidepath to retirement.