$2MM AUM | $25,000 GDC in Terre Haute, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
711 days old
General
Compatibility
Location
Terre Haute, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$25,000.00
# of Accounts
30
Avg Client Age
50
Overview

This start-up firm focuses on comprehensive financial planning and investment management for high-earning young professionals, small businesses, and select retirees. As we grow organically we are interested in purchasing another practice or two in the area that would fit well with our core client mix.

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