$11MM AUM | $95,000 GDC in West Des Moines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
554 days old
General
Location
West Des Moines, IA, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$11,000,000.00
Gross Revenue
$95,000.00
# of Accounts
200
Avg Client Age
60
Overview

My existing practice is composed of investment clients, individual and small business tax returns and bookkeeping services - and I would be interested in adding additional clients and revenues to my existing book of clients. We have an ideal location in West Des Moines and would prefer to continue to office in this location. Interested in connecting to other practitioners who are interested in phasing out of their practice and wish to partner with a like-minded professional in this process.

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