$70MM AUM | $512,000 GDC in Lafayette, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Lafayette, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$512,000.00
# of Accounts
1,000
Avg Client Age
58
Overview

Independent Hybrid Advisory Firm looking to expand through mergers and acquisitions. Our firm currently has a high-touch service model for clients. We have agreements with all the major investment custodians allowing us to better serve our clients needs in a seamless manner.

Our goal is to find other culturally aligned firms who would prefer to merge or sell to an industry veteran who cares for their clients like family rather than to sell to any buyer with a checkbook.
Our interest is serving the client's best interest and therefore would be very flexible in the terms and timelines of the transition.

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