$30MM AUM | $200,000 GDC in Webster City, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Webster City, IA, US
Fee 0% Commission 100%
$200,000
Gross Revenue
400
# of Accounts
58
Avg Client Age
Overview

Mostly fee business. Growing in the high net worth space and also corporate 401k consulting

Extended Profile Information

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