$28MM AUM | $180,000 GDC in Tulsa, OK

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Tulsa, OK, US
Listing Type
Buyer | Merge | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$28,000,000.00
Gross Revenue
$180,000.00
# of Accounts
350
Avg Client Age
60
Overview

Interested in becoming a succession partner or purchasing a book of business. Open to several ideas and structures. Attractive purchase terms available.

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