$20MM AUM | $175,000 GDC in Zionsville, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Zionsville, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$175,000.00
# of Accounts
123
Avg Client Age
64
Overview

Family based practice looking to expand to surrounding areas and help hard working families and middle class retirees achieve financial independence.

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