$20MM AUM | $200,000 GDC in Lexington, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Lexington, KY, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$20,000,000.00
Gross Revenue
$200,000.00
# of Accounts
65
Avg Client Age
60
Overview

Value oriented financial planning and multi-family office wealth management

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