$2.5B AUM | $15MM GDC in Omaha, NE

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
189 days old
General
Location
Omaha, NE, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,500,000,000.00
Gross Revenue
$15,000,000.00
# of Accounts
7,000
Avg Client Age
65
Overview

We are a Hybrid RIA looking grow both by recruiting, merging and acquisition. We have significant infrastructure to plug into with a below market TAMP Solution, Turn Key Retirement Plan division and integrated technology.

Our goal is to grow to $20B in the next 5 to 10 years.

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