August 23, 2017

$70MM AUM | $500,000 GDC In Bartlesville, OK

PRACTICE FOR SALE: $70MM AUM | $500,000 GDC In Bartlesville, Ok View this Listing: https://successionlink.com/advisors/12528/ Overview: Established 17 year old, 2 person investment advisory firm, seeking an associate for succession planning. Business model is predominately fee based, with some commission based clients. New associate could come with or without a book of business, merger and/or buy in, possibility. We are NOT interested in selling out business to advisors outside our geographic area. We are NOT interested in making a broker-dealer change. Unless you would be open to relocating to our community, then we would not have room for discussion.

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