Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
St. Louis, MO, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$130,000,000.00
Gross Revenue
$450,000.00
# of Accounts
135
Avg Client Age
60
Overview

Have extra office space in CWE office and am looking to expand business by sharing overhead with advisor with similar values and approach. In process of converting existing accounts to advisor directed fee accounts. Ideally a younger advisor who might be a succession candidate in a few years.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...