$350MM AUM | $3.2MM GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Profile Age
542 days old
General
Location
Overland Park, KS, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$350,000,000.00
Gross Revenue
$3,200,000.00
# of Accounts
1,500
Avg Client Age
55
Overview

We are an Independent RIA wealth management firm with custodial relationships with Fidelity, Schwab and TD Ameritrade. We provide fee-based, comprehensive financial planning and wealth management services for individuals, trust, corporate and qualified pension accounts.
Interested in acquiring new practice in KC metro area or potentially merging a practice.

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