Market
RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Louisville, KY, US
Profile Type
Buyer
Business Type
Registered Investment Advisor
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$225,000.00
# of Accounts
315
Avg Client Age
45
Overview

Our independent firm is made up of three advisors. We have a CFA, a CFP, and a lawyer. We operate as an independent RIA and offer subscription pricing in addition to fee based planning. We are looking to add advisors to our team or help more senior advisors transition into retirement.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...