$55MM AUM | $550,000 GDC in Johnston, IA

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Johnston, IA, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$550,000.00
# of Accounts
385
Avg Client Age
50
Overview

Own our own RIA business and looking to expand with the right partners. Providing a place for those who might want to exit the business a group to sell their practice to.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...