$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%
$1,150,000
Gross Revenue
155
# of Accounts
55
Avg Client Age
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

Extended Profile Information

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