$46MM AUM | $565,000 GDC in Chesterfield, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Chesterfield, MO, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
AUM
$46,000,000.00
Gross Revenue
$565,000.00
# of Accounts
271
Avg Client Age
54
Overview

Fee Based RIA

Just beginning to assess market for my firm.

I'm not quite ready to start the conversation, but when I am (2019-2020?) I'll be returning to the platform. My ideal candidate will be with Schwab as I want to maintain this relationship.

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