$225MM AUM | $1.4MM GDC in Kansas City, MO

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Kansas City, MO, US
Fee 0% Commission 100%
Gross Revenue
$1,400,000
# of Accounts
750
Avg Client Age
55
Overview

We are looking to purchase, merge or incorporate other book's of business into our current model. We would like to grow AUM and relationships by continuing to provide extreme value to the client.

We have a 4 advisor team with at least 30 years left in our careers; managing over $220,000,000 through advisory and direct business. We are very passionate about helping families, individuals, and business owners.

Extended Profile Information

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