$750MM AUM | $6.2MM GDC in Lenexa, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Lenexa, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$6,200,000.00
# of Accounts
10,000
Avg Client Age
60
Overview

Growing SEC RIA, FINRA B/D and Insurance Agency owned by CommunityAmerica Credit Union. Looking to further expand our marketplace through acquisitions or the addition of advisory firms.

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