$650MM AUM | $4.5MM GDC in Omaha, NE

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Omaha, NE, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$650,000,000.00
Gross Revenue
$4,500,000.00
# of Accounts
7,000
Avg Client Age
60
Overview

Looking to continue to grow the brand while providing high quality individualized financial planning to clients. Experienced in purchasing and acquiring books of business and folding them into the new company with a high success rate. Hybrid RIA of which we own the RIA piece allowing full autonomy. Looking in particular in adding a tax planning arm/division.

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