$35MM AUM | $480,000 GDC in Kansas City, MO

Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
228 days old
General
Location
Kansas City, MO, US
Profile Type
Buyer | Merge
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$480,000.00
# of Accounts
153
Avg Client Age
55
Overview

Fee only wealth management firm, including tax preparation and estate planning

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