$150MM AUM | $1.8MM GDC in Edgewood, KY

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer
Location
Edgewood, KY, US
Fee 0% Commission 100%
Gross Revenue
$1,800,000.00
# of Accounts
1,000
Avg Client Age
63
Overview

We are a comprehensive financial planning team looking to acquire a practice from a like-minded advisor who is looking to exit the industry with peace of mind that his/her clients will be well cared for. We value our team culture, quality client relationships and an unrivaled client experience.

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