PRACTICE INFORMATION

18-244 Pacific NW Stats_header-0218-244 Pacific NW Stats_header-01

This client-centric RIA practice located in the Pacific Northwest is focused on providing clients with well-reasoned, holistic financial guidance. This practice’s current annual revenue is approximately $995,000, with approximately $100 million in AUM. Started 30 years ago, this practice currently has 276 clients with an average client tenure of 12 years.


The preferred buyer would be a well-established RIA willing to retain the seller’s office location and two support staff. The seller also prefers a buyer who has at least one staff member with the Certified Financial Planner® designation and a staff member that is knowledgeable in insurance products.

Price: $2,550,000

Term: Minimum 35% down, with the remainder on a note.

MORE INFO + INQUIRE

Inquire NowDOWNLOAD PRACTICE INFO SHEETView Listings BUTTON

Please log in to your member dashboard to inquire or view all listings.

Not a member? Learn more and set up your free fptransitions.com membership here.

FP Transitions

 

 

location images by FreePic 

Subscribe for more from FP Transitions