Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Location
Chesterfield, MO, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$250,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
200
Avg Client Age
55
Overview

We are a independent RIA with over 30 years of specializing in the 401k and Indiviudal Wealth Management in 10 states. We act as a fiduciary 3 (38) investment manager, looking for a person or group that we could collaborate/ join with to expand our services and processes

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