$310MM AUM in Overland Park, KS

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Overland Park, KS, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$310,000,000.00
# of Accounts
575
Avg Client Age
60
Overview

Investment Management firm utilizing individual stock and bond portfolio management. Headquartered in Overland Park, KS. We are looking to grow by acquisition in the Midwest primarily, KS, MO, OK, IA, NE or TX. Member of the Schwab Advisor Network and have lead opportunities with Schwab offices in the markets listed above. Open to opportunities with advisors with custody ties other than Schwab as well.

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