$520MM AUM | $1MM GDC in Des Peres, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Des Peres, MO, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$520,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
3,000
Avg Client Age
65
Overview

Partner with firms looking to alleviate their business from the challenge of portfolio construction and trading on wide variety of platforms/custodians. We are also committed to providing high quality marketing material, reports, and newsletters that can be branded with the RIA's logo and other information.

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