$35MM AUM | $50,000 GDC in Williamstown, KY

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Williamstown, KY, US
Fee 0% Commission 100%
Gross Revenue
$50,000.00
# of Accounts
600
Avg Client Age
60
Overview

I am in line to be the successor of the practice I am currently in. I am not sure of my future needs, however I am looking to gain knowledge of the process of acquiring additional clients to facilitate and justify a move to the Louisville market. I am not currently in a position to make an acquisition at this point but am in the first stages of preparation.

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