$8MM AUM | $40,000 GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Indianapolis, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$8,000,000.00
Gross Revenue
$40,000.00
# of Accounts
10
Avg Client Age
55
Overview

Northside Indianapolis/Hamilton County base focusing on wealth management for a small number of families. Looking for 1-2 person firms trying to exit the business (succession plan, retirement, career change). Looking for family oriented businesses with multi-generation clients.

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