$54MM AUM | $672,000 GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Indianapolis, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$672,000.00
# of Accounts
350
Avg Client Age
58
Overview

CFP , fee only well established practice wants to purchase practices to enfold within my current practice. Will be will to help with a person succession plans. Strong client relationships and clients service. Good marketing plans in place to grow. Must have a series 7 or be willing to get one to work with CFP.

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