$125MM AUM | $450,000 GDC in Cedar Falls, IA

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Cedar Falls, IA, US
Fee 0% Commission 100%
$450,000
Gross Revenue
600
# of Accounts
55
Avg Client Age
Overview

Existing firm has a principal advisor with 30+ years experience and a junior advisor with 2+ years experience. Current book of ~$125M AUM is a mix of fee and commission-based accounts. The junior advisor would like to purchase and integrate another practice with the existing practice. The junior advisor would have management and financial assistance from the principal advisor. Looking for existing practices for sale, merger, or succession in Iowa and front-range Colorado.

Extended Profile Information

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