$320MM AUM | $2.1MM GDC in West Desmoines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
West Desmoines, IA, US
Profile Type
Merge | Find Successor | Continuity | Buyer
Fee 0% Commission 100%
AUM
$320,000,000.00
Gross Revenue
$2,150,000.00
# of Accounts
6,637
Avg Client Age
59
Overview

We are a full-service, independent investment firm. We started 17 years ago with three advisors, and have grown to twelve advisors in five offices across Iowa. We are looking for advisors that want independent payouts, but with a wirehouse atmosphere and support system. We offer 1099 and w-2 payout models, customized to fit each advisor's needs.

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