$135MM AUM in Elkhart, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Elkhart, IN, US
Fee 0% Commission 100%
800
# of Accounts
60
Avg Client Age
Overview

Serving the best interests of our clients is our number one priority. We achieve this by holistically integrating our wealth management services with the privacy and independence of our own RIA firm and in-house tax practice. We have the established policies, procedures and technology to accommodate and assist experienced advisors and their clients joining our team. The qualifying question will be whether the culture and ethos of those wanting to join would be the right fit for the Guidance organization and its future.

Extended Profile Information

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