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

Market
Advisor
Member Level
Premier
Last Activity
within 3 months
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Lincoln, NE, US
Fee 0% Commission 100%
Gross Revenue
$830,000.00
# of Accounts
900
Avg Client Age
57
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.

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