$90MM AUM | $700,000 GDC in Des Moines, IA

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Des Moines, IA, US
Fee 0% Commission 100%
$700,000
Gross Revenue
1,500
# of Accounts
54
Avg Client Age
Overview

We are a firm that focuses in the pre-retiree and retiree market place. We have a holistic financial planning process that we call our TOTALVISION Process. We are looking to grow by purchasing or merging with another practice(s). Our new address will 6000 Grand Ave, Ste. B, Des Moines, IA 50312,effective 4/15/16.

Extended Profile Information

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