Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Location
Omaha, NE, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$58,000,000.00
Gross Revenue
$380,000.00
# of Accounts
325
Avg Client Age
65
Overview

Investment side consists of approximately $26,000, 000 advisory or fee based, $16,000,000 direct funds, 10,000,000 annuities and variable and universal life, $6,000,000 brokerage of which 70% is mutual funds.
Tax and accounting practice consist of over 1,000 individual accounts, 110 corporate returns, 35 partnerships, 14 fiduciary returns and 2 or 3 non profits which produce around $275,000 plus of revenue. Payroll and bookkeeping accounts result in $70,000 plus of revenue.

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