Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Profile Age
817 days old
General
Location
Urbandale, IA, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$120,000,000.00
Gross Revenue
$1,400,000.00
# of Accounts
300
Avg Client Age
55
Overview

We are an Independent RIA looking for high quality advisers who value owning their practice. If you're looking to sell or grow we want to talk to you. we offer top of the line software, low operating costs and high payouts.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...