$225MM AUM | $2MM GDC in Jeffersonville, IN

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Continuity
Location
Jeffersonville, IN, US
Fee 0% Commission 100%
$2,000,000
Gross Revenue
1,000
# of Accounts
55
Avg Client Age
Overview

Our team consists of three advisors and two licensed assistants. We have a dedicated service model that has helped our assets under management grow to over $225,000,000. Our team has provided continuity plans for 3 advisors over the past 12 months and are very familiar in the transition process. We would love to add new advisors who would like to become independent of the wirehouse/bank model and receive a higher payout. We would also like to discuss opportunities with aging or retiring advisors to work on a succession plan.

Looking for Office Space in Floyds Knobs, IN

Looking for shared office space with all of the hookups for phone, cable, etc.

Contact to discuss details
 
Extended Profile Information

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