$560MM AUM | $1 GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Location
Overland Park, KS, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$560,000,000.00
Gross Revenue
$1.00
# of Accounts
1
Avg Client Age
62
Overview

We are an RIA firm with a CPA firm connection. Looking to buy or merge with a firm that would bring solid next generation talent to a growing practice. Career track to ownership. Currently transitioning to Schwab as custodian.

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