$30MM AUM | $275,000 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Overland Park, KS, US
Listing Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$275,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are an OSJ branch office looking to expand through buying or merging. We have been with LPL Financial since 2003 after long tenures at Merrill Lynch / Bank of America. MBA in Finance with 20+ years of experience in banking and Financial Advisory. We believe in doing the right thing for the client and place high value on an ethical approach to our business endeavors. We are value based investors and conduct significant quantitative fundamental research on both the macro economy and individual companies. We are interested in buying a book of business, providing OSJ Services, office sharing, business transition or merging if it makes business sense. We would like to acquire a trust company or bank as well and provide a "full service" financial platform for our clients. We are easy to get along with and place a high value on independence, family and giving back to the community. Love to talk with you if this seems like it could be of interest to you.

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