$180MM AUM | $500 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Overland Park, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$500.00
# of Accounts
275
Avg Client Age
60
Overview

We are interested in purchasing or potentially merging. We have brought in approx. $130 million in AUM in the last 10 mths. A team approach including: J.D., CFP, 2-RICP, CLU, CRPS.
Extensive experience with: Personal Wealth Mgmt. / Company Retirement Plans / Insurance / more.
___-___-____ Cell ~ Bryan M. Farwell

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