$140MM AUM | $1MM GDC in Overland Park, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Overland Park, KS, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$140,000,000.00
Gross Revenue
$1,000,000.00
# of Accounts
650
Avg Client Age
59
Overview

Fee only RIA in Overland Park, KS. Currently we have an advisor with their CPA, an advisor with their CIMA, and a third advisor finishing the CFP. We work with approximately 200 households but have established a niche among doctors and small business owners. Investment management ranges from asset allocation with Dimensional Funds to tactical strategies using ETFs. We work with one third party hedge fund and offer a few private equity opportunities through the primary and secondary markets.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...