$150MM AUM | $460,000 GDC in Topeka, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Topeka, KS, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$460,000.00
# of Accounts
600
Avg Client Age
68
Overview

Fee Based financial Planning Team ready to scale.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...