$40MM AUM | $400,000 GDC in Des Moines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Des Moines, IA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$400,000.00
# of Accounts
350
Avg Client Age
50
Overview

I'm on a team with a lot of capacity for growth. Buying a practice is the best way to fill that capacity space in short order. We are on the hunt for the right clients/broker fit in a book where we can come in and add value to the client book and help them continually execute actions that help them achieve their goals.

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