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Financial Advisor

$250MM AUM | $1.3MM GDC in Chesterfield, MO

Member Level
Premier
Last Activity
this week

Business Mix:

5% Comm
95% Fee

General

Location
Chesterfield, MO, US
12 Month Gross Revenue
$1,300,000
Number 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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