$1B AUM | $9.6MM GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 2 months
General
Compatibility
Location
Louisville, KY, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$9,600,000.00
# of Accounts
12,767
Avg Client Age
52
Overview

Our vision is to continue our growth from a regional to a national firm.
We are looking for additional partners who share our values/ethics to join/merge with our firm.

A robust Client Service Model, delivering Quality Advice, and implementation of Objective Product Solutions are foundational elements of our business.

We are client centric and are continuously looking to enhance the client experience in all mediums through which we interact.

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