$130MM AUM | $830,000 GDC in Lincoln, NE

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Lincoln, NE, US
Fee 0% Commission 100%
$830,000
Gross Revenue
900
# of Accounts
57
Avg Client Age
Overview

We are a smaller boutique firm looking to grow. Through previous experience with mergers and buyouts, we can work with additional and advisors very efficiently whether that be for partnering, succession, continuity, or retirement. Contact me to have an initial conversation about your thoughts and wishes.

Extended Profile Information

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