$1MM AUM | $5,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Louisville, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$1,000,000.00
Gross Revenue
$5,000.00
# of Accounts
10
Avg Client Age
65
Overview

Blandford Wealth Management, LLC is a small RIA focused on financial planning and investment management. We are affiliated with the CPA firm Klump & Blandford, PSC. Tax planning is an important component of what we do. I am looking for small firms wanting to sell.

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