Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
O'Fallon, MO, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$60,000.00
# of Accounts
130
Avg Client Age
54
Overview

Looking to grow practice via strategic partnerships and/or acquisitions. Ideal conversations are with advisors looking to retire in the next 5 years, and commercial lines agents looking to enhance their current client offerings.

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