$275 AUM | $935,000 GDC in Evansville, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Evansville, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$275.00
Gross Revenue
$935,000.00
# of Accounts
750
Avg Client Age
50
Overview

Wealth Management firm looking for acquisition opportunities. We would love to make a deal with a practice that has the same value set that we do (i.e. always putting our clients first).

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