$160MM AUM | $1.2MM GDC in Kansas City, MO

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Kansas City, MO, US
Fee 0% Commission 100%
Gross Revenue
$1,200,000.00
# of Accounts
1,000
Avg Client Age
57
Overview

To partner with other firms looking to outsource portfolio management, merge, or offer a succession option.

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