$500MM AUM | $2MM GDC in Cedar Rapids, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
Listing Age
101 days old
General
Compatibility
Location
Cedar Rapids, IA, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$2,000,000.00
# of Accounts
800
Avg Client Age
60
Overview

Large Regional Firm looking to acquire other compatible practices as a stand-alone business or merger within our current Team Structure. Acquisitions can be for succession purposes or to help an advisor continue to grow their practice utilizing a first class platform and environment. Please feel free to contact me with questions relating to our platform and the possibility of merging/selling your business.

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