$200MM AUM | $1.2MM GDC in Lincoln, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Lincoln, NE, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$200,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
2,000
Avg Client Age
60
Overview

We are hybrid RIA - 2 CFPs in office both between ages of 40-45

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