$315MM AUM | $1.3MM GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Indianapolis, IN, US
Listing Type
Merge
Fee 0% Commission 100%
AUM
$315,000,000.00
Gross Revenue
$1,300,000.00
# of Accounts
248
Avg Client Age
58
Overview

Seeking partners with AUM to bring to our firm. We are a fee-only firm that leads with financial planning and a high level of personalized service. We emphasize low-cost investments. We charge separately for comprehensive financial plans.

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