$11,000MM AUM | $10MM GDC in Louisville, KY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Louisville, KY, US
Fee 0% Commission 100%
Gross Revenue
$10,000,000.00
# of Accounts
2,500
Avg Client Age
55
Overview

Sheridan Road is a leading national investment consulting and retirement advisory practice focused on developing customized strategies designed to fit the needs of our corporate, not-for-profit, and individual clients. The firm provides three core services: retirement services, wealth management, and executive benefits. We have approx 400,000 participants across all of our plans (including 2,500 executives). We manage the largest plan at LPL. All of our new plans are advisory based.

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