$195MM AUM | $1.5MM GDC in North Liberty, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
North Liberty, IA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$195,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
500
Avg Client Age
58
Overview

I currently have a practice in Iowa City, IA and am looking to expand into Florida. Specifically along the gulf side of Florida. I am interested in buying a practice or merging with someone who is close to retirement and looking for a succession plan.

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