$62MM AUM | $370,000 GDC in Kansas City, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
172 days old
General
Compatibility
Location
Kansas City, MO, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$370,000.00
# of Accounts
500
Avg Client Age
65
Overview

Mostly fee based 80 % fee based and 20 % commission based.

On the fee based side they use mutual funds and ETF's.

Some insurance on the books, not really active selling annuities or life insurance.

REIt's and BDC's and Private Placements.

The bulk of the client base is Missouri 60 % MO and clients in North Carolina and Tennessee and Nebraska.

The merger/succession candidate must have at least 5 years in the financial services industry. this is a merger/ earn out opportunity

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