Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
404 days old
General
Location
Idaho Falls, ID, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$360,000.00
# of Accounts
120
Avg Client Age
58
Overview

Fee based wealth management firm focusing on holistic wealth management, portfolio management, and financial planning. We are currently interested in growing our practice through acquisition, merger, and succession planning. We hope to be able to use Succession Link as a means to work with other advisers who are looking for that transition plan for themselves and for their clients.

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