$300MM AUM | $1.5MM GDC in Sioux Falls, SD

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Profile Age
434 days old
General
Location
Sioux Falls, SD, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$1,500,000.00
# of Accounts
6,000
Avg Client Age
60
Overview

Financial Planning and Income Planning form. Customer focused.
Looking to purchase assets/customers for long term relationships.

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