Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Omaha, NE, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$240,000.00
# of Accounts
180
Avg Client Age
56
Overview

Small growing upscale RIA firm in Omaha, NE. Looking to expand rapidly with the right people! Wish to bring on talented advisors with at least 18 months of experience as a financial advisor, investment advisor representative, insurance producer or other related field. Ownership potential after two years.

Would also consider merging with another like minded firm any where in the United States.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...