$4B AUM | $22MM GDC in Kansas City, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Compatibility
Location
Kansas City, MO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$22,000,000.00
# of Accounts
4,308
Avg Client Age
60
Overview

We are an RIA and wholly owned subsidiary of one of the largest CPA & Advisory firms in the country. We currently manage/advise on in excess of $3.5 billion in AUM with offices in 10 cities. Our advisors are credentialed, possessing various designations, including CFP, CFA, CPA, CIMA, AIF. We are seeking to acquire or merge in like minded, fee only advisory firms, interested in joining a growing RIA with a national presence.

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