$75MM AUM | $1.5MM GDC in Oklahoma City, OK

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Oklahoma City, OK, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
300
Avg Client Age
50
Overview

Looking to purchase within 60 miles of Oklahoma City. Established Firm, strong credentials, experienced with 7/66/24/51, Insurance. Fee based, financial planning, charitable. Our focus is total needs based financial planning approach whether it's individual or business.

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