$250MM AUM | $1MM GDC in Lincoln, NE

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
242 days old
General
Compatibility
Location
Lincoln, NE, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
1,000
Avg Client Age
65
Overview

We are looking for advisors that would like take control of their transition and succession on their own terms and timeline.

We have recently gone independent to help us continue to serve our clients and grow.

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