$18MM AUM | $150,000 GDC in Tulsa, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Tulsa, OK, US
Listing Type
Buyer | Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$18,000,000.00
Gross Revenue
$150,000.00
# of Accounts
76
Avg Client Age
60
Overview

I am interested in merging my practice with another practice. I am also interested in acquiring a practice and then a successor so I have a transition plan in 10 or 15 years.

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