$55MM AUM | $150,000 GDC in Lafayette, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Compatibility
Location
Lafayette, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$150,000.00
# of Accounts
25
Avg Client Age
60
Overview

We are a new business that has a heavy focus on 401(k) and Advisory business. Looking to expand by purchasing an existing practice.

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