$26MM AUM | $216,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
Louisville, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$216,000.00
# of Accounts
315
Avg Client Age
45
Overview

Our independent firm is made up of three advisors. We have one CFP, a lawyer, and a CFA Level 3 candidate. We operate as an independent RIA. We utilize multiple financial planning software programs and are looking to either acquire a book of business or help transition a book of business. We try to have a financial plan in place for each of our clients and we work closely with our clients' other advisors, such as attorneys and CPAs.

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