$260MM AUM | $2.5MM GDC in Springfield, MO

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Join A Practice
Location
Springfield, MO, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000.00
# of Accounts
1,200
Avg Client Age
53
Overview

We have five office locations: Springfield, MO, Denver, CO, Pueblo, CO, San Diego, CA, and Edmond, OK. We provide investment advisory services and institutional portfolio management services through an independent RIA (doing business as Vineyard Global Advisors). Our portfolio management services are utilized not only within our own firm, but have also been approved by the due diligence departments at multiple broker-dealer firms for use within their corporate RIA's. Our firm primarily serves its clients with a "family office" approach, and our advisors are additionally credentialed as licensed attorneys, CPA's, CFP's, CFA's, CMT's, etc. We are selectively seeking to serve as a potential succession partner to like minded firms.

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