$35MM AUM | $225,000 GDC in Cedar Falls, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Cedar Falls, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$225,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

Independent financial planning company with two advisors licensed in securities, life and health. We are looking to grow our business.

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