$47MM AUM | $340,000 GDC in West Des Moines, IA

Temporarily closed to new inquiries.

This member is currently researching and engaging existing inquiries.
Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Seller | Succession
Location
West Des Moines, IA, US
Fee 0% Commission 100%
$340,000
Gross Revenue
268
# of Accounts
60
Avg Client Age
Overview

Practice is all brokerage. Annuities, 35 % , mutual funds, non traded REIT's equities, very little fixed income, some REAL estate some insurance products, 5 years out from retirement looking for Successor, eventual sale.

Extended Profile Information

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