$45MM AUM | $500,000 GDC in Wichita, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Wichita, KS, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$500,000.00
# of Accounts
378
Avg Client Age
48
Overview

We are a boutique Hybrid RIA firm in Wichita, KS specializing in HNW wealth management, comprehensive financial planning, and exceptional client service. Our clients are business owners, dentist, doctors, surgeons and medical specialist. Our team has over 40 years of wealth management, financial planning, and client service experience, and we strive to give our clients the attention they deserve. We are looking to acquire, or be a successor to a practice that demands the best for their clients.

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