$31MM AUM | $180,000 GDC in Chesterton, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Chesterton, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$31,000,000.00
Gross Revenue
$180,000.00
# of Accounts
105
Avg Client Age
45
Overview

Financial planning and wealth management focused on small business owners, wealth preservation and generational planning. I am searching to identify practices for sale interested in finding the right team for their clients and possiblly identify partners for mergers. I am also interested in adding an accountant or accounting practice that values comorehensive financial planning.

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