$170MM AUM | $1.2MM GDC in Chesterfield, MO

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Chesterfield, MO, US
Fee 0% Commission 100%
$1,200,000
Gross Revenue
400
# of Accounts
60
Avg Client Age
Overview

Previously Managing Director and Senior Portfolio Manager for Wells Fargo Advisors in St. Louis. Now a SEC Registered Investment Adviser for private clients, a sub-adviser to other RIAs, TAMPs, Banks and Broker Dealers plus provide administrative solutions for individuals interested in joining our firm. Currently have offices in St. Louis, Kansas City, Dallas, and Destin, Fl. while sub-advising other advisors in Texas, Oklahoma, Missouri, and New York. Interested in adding or merging with individuals and companies looking for an open architecture solution.

Has Office Space to Share in Chesterfield, MO

Our practice in Chesterfield has 3 open offices. Was previously the headquarters for Mallinckrodt. We also have three open offices in our Destin, Fl. location.

Contact to discuss details
 
Extended Profile Information

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