$250MM AUM | $2.4MM GDC in Chesterfield, MO

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Continuity
Location
Chesterfield , MO, US
Fee 0% Commission 100%
Gross Revenue
$2,400,000.00
# of Accounts
2,100
Avg Client Age
56
Overview

We have offices in multiple cities throughout the Midwest whereby we would like to find advisors that are interested in working in partnership, as a member of a team, or capable of acquiring a practice. In our larger markets, we also have capacity to integrate advisors looking for a successful succession of their own business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...