$90MM AUM | $650,000 GDC in West Fargo, ND

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
Listing Age
346 days old
General
Compatibility
Location
West Fargo, ND, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$650,000.00
# of Accounts
600
Avg Client Age
60
Overview

Our team takes a holistic approach to financial planning. We are looking to grow not only our client base, but our firm as well. We are interested in purchasing a practice or having an Advisor join our firm and be able to retire at their own pace. One of our main goals is to ensure our clients are well educated so we can help guide them to make intelligent decisions. We are also searching to add a Junior Advisor, so we can ensure every clients gets the touches and attention they deserve.

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