$33MM AUM | $295,000 GDC in Bardstown, KY

Market
Advisor
Member Level
Basic
Last Activity
within 3 months
General
Listing Type
Buyer
Location
Bardstown, KY, US
Fee 0% Commission 100%
Gross Revenue
$295,000
# of Accounts
600
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 acquisitions.

Extended Profile Information

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