$12MM AUM | $95,000 GDC in Missoula, MT

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession
Location
Missoula, MT, US
Fee 0% Commission 100%
Gross Revenue
$95,000
# of Accounts
110
Avg Client Age
60
Overview

I am a RIA & series7 RRep & Insurance Agent . I have two complementary businesses. Sautter Financial(95k gross) mainly works the securities investment & planning side and Advanced Benefits,Inc.($120k gross) sells
group & individual medical,life,disability,dental,MedSupp & LTC.
I am looking to bring on a new Rep , merge or buy a practice. I will work another 10 yrs approx.

Extended Profile Information

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