$1.3MM AUM | $25,000 GDC in Noblesville, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Noblesville, IN, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
13
Avg Client Age
45
Overview

I'm looking to partner with a firm that's looking for a scalable turn-key service model for generation X & Y. Henfruit is a fee-only, virtual, comprehensive financial planning firm that specializes in providing cash flow planning, lifestyle design, behavioral coaching, and evidence-based investment management services to generation X/Y and younger tech-savvy baby boomers. I'm looking to partner with a firm that's looking for a scalable turn-key service model for generation X & Y.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...