$12.2B AUM | $22MM GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
598 days old
General
Compatibility
Location
Overland Park, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$22,000,000.00
# of Accounts
2,500
Avg Client Age
58
Overview

We are a SEC registered investment advisory firm that focuses on both wealth management and retirement plan consulting. We have a 47 person team with centralized portfolio management. I am looking at buying practices and having advisors join us to leverage our scale and resources.

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