$55MM AUM | $1.2MM GDC in West Des Moines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
West Des Moines, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$55,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
600
Avg Client Age
60
Overview

Looking to grow practice through acquisition of books of business from Advisers looking to retire and find a great place for their clients. Also seeking advisers looking to merge a practice and grow with our marketing and lead generation.

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