$86MM AUM | $700,000 GDC in Overland Park, KS

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer
Location
Overland Park, KS, US
Fee 0% Commission 100%
Gross Revenue
$700,000
# of Accounts
300
Avg Client Age
55
Overview

Comprehensive Wealth Management firm with concentrated client base focusing on physicians, business owners and teachers who have accumulated significant resources and need experienced guidance that focuses on their entire financial lives. We rely on and understand the importance of risk management and focus on clients tolerance and ability to handle volatility. The end result is an informed client receiving a dedicated experience.

Extended Profile Information

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