$225MM AUM | $1.4MM GDC in Wichita, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Wichita, KS, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$225,000,000.00
Gross Revenue
$1,450,000.00
# of Accounts
3,000
Avg Client Age
70
Overview

Wealth management practice with multiple locations looking to grow and service clients through acquisition/merger. Successful acquisition history of 8 practices and 3 mergers are the results of highly skilled and knowledgeable staff along with efficient office systems and processes. Our job is to continually educate clients about their financial choices in a complex and dynamic financial world.

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