Market
RIA
Member Level
Premier
Last Activity
this month
Profile Age
214 days old
General
Location
Waverly, IA, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
AUM
$400,000,000.00
Gross Revenue
$3,000,000.00
# of Accounts
2,500
Avg Client Age
62
Overview

We are an independent RIA eager to provide succession opportunities for like minded advisors.

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