$78MM AUM | $860,000 GDC in Clive, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Clive, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$860,000.00
# of Accounts
800
Avg Client Age
52
Overview

Financial planning practice with 150 planning clients, 460 clients, 100,000,000 book of business value. Looking to grow my practice through acquiring other practices.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...