Market
Advisor/RIA
Member Level
Premier
Last Activity
within 3 months
General
Location
Bardstown, KY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$36,000,000.00
Gross Revenue
$305,000.00
# of Accounts
480
Avg Client Age
51
Overview

Registered Investment Advisor. 100% Fee based fiduciary advisor. Discretionary Money Manager. Provide in-house turnkey Qualified Plan services. Custody services. Comprehensive Financial Planning. Interested in business succession and acquisitions.

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