$30MM AUM | $340,000 GDC in West Des Moines, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
West Des Moines, IA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$340,000.00
# of Accounts
250
Avg Client Age
50
Overview

We are a tax and financial planning business looking to acquire practices or serve as a successor.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...