$5MM AUM | $50,000 GDC in Olathe, KS

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Successor
Location
Olathe, KS, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
10
Avg Client Age
60
Overview

I am looking to purchase an advisory book of business in the Greater Kansas City, Wichita, Omaha, Des Moines, or St Joe areas

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...