$20MM AUM | $100,000 GDC in Sioux Falls, SD

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Sioux Falls , SD, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$100,000.00
# of Accounts
25
Avg Client Age
65
Overview

I am building an office in Sioux Falls SD and hope to acquire some books of business to accelerate the growth plan. I prefer small acquisitions to start. I have been in the business 30 years, and IRA most of that time, and am fee only. I am a CFP. In addition my son, who is part of the company, is a CPA and just purchased a CPA firm so we would consider purchasing other CPAs as well as investment and planning practices.

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