$45MM AUM | $330,000 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Overland Park, KS, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$45,000,000.00
Gross Revenue
$330,000.00
# of Accounts
500
Avg Client Age
50
Overview

Investment management and planning focused practice. Perform the planning work to determine how to invest client assets. Interested in purchasing a practice and/or having additional advisors join the firm.

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