$115MM AUM | $550,000 GDC in Ankeny, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
Ankeny, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
260
Avg Client Age
56
Overview

Offices in North Liberty and Ankeny, IA with clients all over the country. Willing to purchase, act as successor, and/or merge with another advisor. Hybrid B/D and RIA. Transitioning the book to fee-based, but keep B/D option available for purchasing books of business.

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