$800MM AUM | $1.7MM GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Indianapolis, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$800,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
2,500
Avg Client Age
60
Overview

100% fee only wealth advisor serving 160 families mostly in central Indiana
All high net worth individuals
10 full time employees
Founded in 1999

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