$20MM AUM | $250 GDC in Waukee, IA

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
439 days old
General
Location
Waukee, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$250.00
# of Accounts
260
Avg Client Age
62
Overview

I am looking for practices to acquire through purchase.

Here's what I'm looking for;
1) A book of business that is 1 million to 50 million in assets under management.
2) I prefer a book doing Fee Based business but I will buy books doing transaction business.
3) I prefer the book to be in the DM Metro and open to look in a 150 mile radius.

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