$100MM AUM | $800,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Louisville, KY, US
Listing Type
Buyer | Merge | Find Successor
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$800,000.00
# of Accounts
400
Avg Client Age
62
Overview

We are two comprehensive advisors running silo practices that want to synergize our efforts through acquisition. We offer planning, money management, business consulting, insurance and proprietary SMA solutions. We are supported by a licensed junior advisor and seasoned executive assistant. Our turn-key system can be replicated to deliver an extraordinary experience for your clients. Please reach out to Rodger ___-___-____ or John ___-___-____ for more information - mention Succession Link.

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