$120MM AUM | $800,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge
Location
Indianapolis, IN, US
Fee 0% Commission 100%
$800,000
Gross Revenue
500
# of Accounts
50
Avg Client Age
Overview

I run a concierge financial planning practice that focuses on managing the balance sheet of my individual, family and institutional relationships. I am looking to enhance the scale of my practice by purchasing a book of business and partnering with the owner of that business to make their transition into retirement as easy as possible.

Extended Profile Information

Loading...