$195MM AUM | $1.5MM GDC in St. Louis, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Profile Age
530 days old
General
Location
St. Louis, MO, US
Profile Type
Buyer | Find Successor
Fee 0% Commission 100%
AUM
$195,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
657
Avg Client Age
63
Overview

Financial planning business looking to buy other practices and help individuals slowly retire.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...