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Financial Advisor   

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

Member Level
Basic
Last Activity
this month

Business Mix:

0% Comm
100% Fee

General

Location
Kansas City, MO, US
12 Month Gross Revenue
$1,200,000
Number 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.

 

Has Office Space to Share in Kansas City, MO

We have office space available in our two story professional building near the Country Club Plaza.

Contact to discuss details
 
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