$65MM AUM | $1.5MM GDC in Davenport, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Davenport, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$65,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are a client centered practice looking to provide a succession to owners. All practice owners in the business for over 12 years.

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