$1.5B AUM | $11MM GDC in Ballwin, MO

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Ballwin, MO, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$1,500,000,000.00
Gross Revenue
$11,000,000.00
# of Accounts
7,000
Avg Client Age
60
Overview

I am a co-owner of a small, independent broker-dealer, investment advisory firm. I am interested in possibly purchasing a practice, merging a practice into our firm and acting as a succession plan for those that might be interested in exiting the business

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