$15MM AUM | $150,000 GDC in Indianapois, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Compatibility
Location
Indianapois, IN, US
Listing Type
Merge | Join A Practice
Fee 0% Commission 100%
AUM
$15,000,000.00
Gross Revenue
$150,000.00
# of Accounts
75
Avg Client Age
62
Overview

I am seeking to join a planning firm or merge my practice with an owner who seeks to phase out/retire. I have enjoyed a long career of nearly 30 years, but am on my own again (and I want to be part of a bigger organization) after eleven years of heading up the financial planning/investment division of an estate planning law firm.

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