$35MM AUM | $250,000 GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Indianapolis, IN, US
Profile Type
Merge
Fee 0% Commission 100%
AUM
$35,000,000.00
Gross Revenue
$250,000.00
# of Accounts
350
Avg Client Age
55
Overview

Over 20 years experience. Looking to acquire and/or merge with existing practice(s) interested in succession strategy.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...