$15MM AUM | $120,000 GDC in Lakeville, MN

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Successor
Location
Lakeville, MN, US
Fee 0% Commission 100%
Gross Revenue
$120,000.00
# of Accounts
60
Avg Client Age
50
Overview

My book is currently under the umbrella of a Hybrid Investment Advisor (mostly RIA business). I would like to expand/purchase to be 100% independent. I am willing to change broker/dealers as part of a purchase and move my current practice to the new BD if it makes sense. I would like to purchase an existing RIA business and have the capital to do so.

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