PRACTICE INFORMATION

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This fee-only RIA practice based in the Portland, Oregon Metro area is focused on providing discretionary investment advisory services to its 80 household clients. The client base for this practice is located primarily in the Pacific Northwest. This practice is recorded 2021 revenues of over $510,000 from managing $40 million in assets. 

The ideal acquisition partner for this practice would be a fee-only or hybrid RIA with a clean compliance history and an established custodial relationship with TD Ameritrade. This is a traditional sale, with the principal of this practice seeking an exit after the client relationships have been transitioned to the acquiring firm. 

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