$40MM AUM | $160,000 GDC in Chesterfield, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
Listing Age
163 days old
General
Compatibility
Location
Chesterfield, MO, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$160,000.00
# of Accounts
140
Avg Client Age
62
Overview

Looking to increase assets under management, taking on a jr. partner and growing our business through referral and networking opportunities. I have been in this business since 1988 and love it as much today as then. I have invested in new research and continue to find avenues of growth and security for my clients.

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