$165MM AUM | $1.2MM GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
123 days old
General
Compatibility
Location
Overland Park, KS, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$1,240,000.00
# of Accounts
1,000
Avg Client Age
56
Overview

We are a planning based firm that focuses on financial planning and investments management for individuals, small businesses, and foundations. We use a planning based approach with our clients in order to place solutions and services to fit their needs. The majority of our client base is HNW and mass affluent individuals.

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