$4MM AUM | $30,000 GDC in West Des Moines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
271 days old
General
Compatibility
Location
West Des Moines, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$4,000,000.00
Gross Revenue
$30,000.00
# of Accounts
14
Avg Client Age
35
Overview

New RIA firm looking to acquire current books of business through acquisitions and/or succession opportunities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...