$75MM AUM | $720,000 GDC in Prairie Village, KS

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Prairie Village, KS, US
Listing Type
Merge
Fee 0% Commission 100%
Gross Revenue
$720,000.00
# of Accounts
150
Avg Client Age
60
Overview

I am looking to find a similar sized firm interested in merging/partnering. Goals include leveraging each firm's strengths in investment selection, client service, and creating a succession option for the other partner.

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