$130MM AUM | $1MM GDC in Wichita, KS

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge | Successor
Location
Wichita, KS, US
Fee 0% Commission 100%
Gross Revenue
$1,000,000.00
# of Accounts
1,200
Avg Client Age
58
Overview

I'm interested in purchasing a practice. My practice is largely financial planning and investment management with some insurance and annuity business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...