$260MM AUM | $2MM GDC in Lincoln, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Lincoln, NE, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,000,000.00
# of Accounts
2,600
Avg Client Age
65
Overview

Currently work with a team that has over $260 million AUM and just over $2 million GDC. Considering adding to practice through acquisition. Team has over 80 years combined experience, 5 licensed individuals ranging from early 30s to 60s, including 3 CFP® professionals. Plenty of capacity to take on additional clients due to staff, systems and processes.

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