$19MM AUM | $115,000 GDC in Saint Louis, MO

Market
Advisor
Member Level
Lite
Last Activity
2 weeks
General
Listing Type
Buyer | Merge
Location
Saint Louis, MO, US
Fee 0% Commission 100%
$115,000
Gross Revenue
170
# of Accounts
62
Avg Client Age
Overview

I am actively searching for an opportunity to provide a successor to a retiring financial advisory business. I am a 36 year-old CFP in Des Peres, MO. I currently manage about 170 accounts and $19 million in assets. As a practice, we provide our clients with investments and insurance through Cetera Advisor Networks. Our firm, Paramount Financial, is well established with experienced advisors and support staff to assist in the transition of a book of business. With these resources at our disposal, and ample capacity, we're fully prepared to assist in the sale or sunset of a practice while ensuring that client engagement standards do not suffer.

If you would like to discuss further to see if there is a potential fit for a succession plan, please let me know when would be a good time to talk.

Thank you,

Stephen Mayer

Extended Profile Information

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