$80MM AUM | $400,000 GDC in Kearney, NE

Market
Advisor
Member Level
Basic
Last Activity
today
General
Location
Kearney, NE, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
185
Avg Client Age
55
Overview

I manage a fee-based discretionary account and 401k plan based business. I am interested in acquiring smaller practices focused on mutual funds and/or individual securities. Some annuity exposure is acceptable. Would prefer to stay within a 200 mile radius of Kearney, NE.

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