$120MM AUM | $800,000 GDC in Omaha, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Omaha, NE, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$800,000.00
# of Accounts
350
Avg Client Age
60
Overview

I am a 40 year old advisor that does not own my book but would be interest in buying the right book of business from an advisor that is looking to retire or transition in the next coming years. I have been licensed and in the business since 1999. I need to not provide any contact information of my current firm and remain discreet that I am exploring. Thanks

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