$70MM AUM | $330,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Louisville, KY, US
Listing Type
Buyer | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$330,000.00
# of Accounts
250
Avg Client Age
55
Overview

I am part of an LPL office in Louisville, KY. I oversee about $32 million in personal client assets, about 70% of which are advisory assets that I manage with discretion. In addition, I also have 11 401(k) plans that I advise on. Gross annual production around $330K.
I would consider opportunities to buy or merge with another local practice for purpose of growing my business.

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