$15MM AUM | $125,000 GDC in Bloomington, MN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Compatibility
Location
Bloomington, MN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$125,000.00
# of Accounts
250
Avg Client Age
60
Overview

Asset Management is the prime focus. Over the next two to three years the goal would be to double revenue from current levels with the primary driver being a purchase of an existing book. On the flip side, I anticipate retiring and selling in about 10 to 15 years from now.

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