$180MM AUM | $1.5MM GDC in Omaha, NE

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Omaha, NE, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
60
Overview

RIA firm looking to add assets through either buying book or by adding advisors to team. Currently 2 advisors with staff of 3 working with about $180mm in aum. Superior technology across the board to include emoney for both advisor financial planning and client portal. Currently utilizing TD, Schwab and Fidelity as custodians.

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