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

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$40,000
# 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.

Extended Profile Information

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