$415MM AUM | $3.6MM GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Indianapolis, IN, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$415,000,000.00
Gross Revenue
$3,650,000.00
# of Accounts
473
Avg Client Age
56
Overview

I have a six person, fee-based financial planning based practice.
I am looking to acquire or merger with other practices.
Mostly interested in acquiring practices from advisors looking to retire.

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