Market
RIA
Member Level
Basic
Last Activity
this month
Profile Age
700 days old
General
Location
Wamego, KS, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$22,000,000.00
Gross Revenue
$210,000.00
# of Accounts
95
Avg Client Age
55
Overview

Advisor with 10+years experience, looking to grow RIA. High retention client base. Fee only practice investment management. Life insurance and disability upon request.

Looking to grow my business organically and well as through acquisitions and recruiting.

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