$245MM AUM | $1.5MM GDC in Wyoming, WY

Market
Advisor
Member Level
Premier
Last Activity
this week
Listing Age
156 days old
General
Listing Type
Buyer
Location
Wyoming, WY, US
Fee 0% Commission 100%
Gross Revenue
$1,500,000.00
# of Accounts
1,200
Avg Client Age
62
Overview

We are a financial planning firm that specializes in client servicing and asset management to complete the entire planning experience for our clients.

We are a fee-based advisory firm and have made 3 individual acquisitions in our history. All 3 went very well and the retired advisors are available to give a reference for our process.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...