Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
West Des Moines, IA, US
Profile 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.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...