$4,000MM AUM | $2,500MM GDC in Overland Park, KS

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Continuity
Location
Overland Park, KS, US
Fee 0% Commission 100%
Gross Revenue
$2,500,000,000.00
# of Accounts
1,000
Avg Client Age
56
Overview

Looking to be the successor for retiring advisors. Weather or not you are 100% fee based or Hybrid we can assist you in your transition. We are custodian agnostic meaning we have relationships with most of the independent custodians and have in-house financing available.

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