$7MM AUM | $70,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity | Successor
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$70,000
# of Accounts
120
Avg Client Age
65
Overview

Currently looking to transition to either a firm that actually brings leads in or going fully independent to RIA and offer only fee based services. Have practiced as CPA and will add back business consulting services

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