$30MM AUM | $375,000 GDC in Omaha, NE

Market
Advisor
Member Level
Basic
Last Activity
2 weeks
General
Location
Omaha, NE, US
Listing Type
Merge | Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$375,000.00
# of Accounts
230
Avg Client Age
55
Overview

We are a wealth management firm that work with individuals and businesses. We are looking to acquire an established book of business and move to primarily fee based. We have an acquisition team in place and can make any such transaction seamless.

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