$75MM AUM | $700,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$700,000.00
# of Accounts
900
Avg Client Age
52
Overview

Looking to make acquisitions of suitable practices with similar clients, service model, etc. Interested in practices consisting of small business owners and utilizing an advisory-fee based approach to investment management.

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