$100MM AUM | $1.8MM GDC in St. Louis, MO

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
St. Louis, MO, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
600
Avg Client Age
55
Overview

Precision Wealth Strategies engages in comprehensive fee based planning and wealth management. We have interest in looking into the process and possibility of growing the firm by purchasing a book of business.

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