$86MM AUM | $1.1MM GDC in Indianapolis, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$1,150,000
# of Accounts
155
Avg Client Age
55
Overview

95% fee based, Plenty of capacity. Looking to acquire assets and do comprehensive goals based planning to transition those households onto our broad platform

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...