$2.6B AUM | $12MM GDC in Jefferson City, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Jefferson City, MO, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$12,000,000.00
# of Accounts
20,000
Avg Client Age
57
Overview

We are a bank brokerage operation in Missouri and Tulsa. Our program has 2.6 billion in assets and generates 12 million in revenue from 37 financial advisors. We might be interested in buying a practice outright or merging a practice into our program.

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