$3MM AUM | $40,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
743 days old
General
Compatibility
Location
Louisville, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$40,000.00
# of Accounts
20
Avg Client Age
60
Overview

We are a 1-owner RIA firm affiliated with a local CPA firm that is looking for growth through acquisition of books of business and complete firms. The goal is completion of a strategy to develop a full service financial services business in the tax preparation, planning and asset management arenas.

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