Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
West Des Moines, IA, US
Profile Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$40,000,000.00
Gross Revenue
$350,000.00
# of Accounts
300
Avg Client Age
64
Overview

Our practice is primarily fee-based. We are affiliated with a small RIA/BD. We are potentially interested in a merger with firms who can complement what we're doing. We use Riskalyze, TD Ameritrade as custodian, Money Guide Pro, Redtail. We have a relatively lean organization and have negotiated a great payout structure. We just moved to this RIA/BD after a lengthy search process so are not interested in a situation where we would be asked to move to a new RIA or BD. Most appropriate partner would be one of a similar size range who would be open to a new RIA/BD relationship that probably will provide a nice pay raise and who is interested in a systematic transition.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred

Loading...