Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Location
Indianapolis, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$6,000,000.00
Gross Revenue
$60,000.00
# of Accounts
85
Avg Client Age
45
Overview

I own and operate a RIA, Snowbird Financial LLC, and an insurance agency, Robinson Insurance LLC.

I'm looking to grow my practice thru acquisition and/or mergers. First and foremost, I'm seeking ethical advisors with a focus on client service and retention. Currently, I am a one person operation with no employees.

I am 100% fee based compensation with an emphasis on growing AUM. If you are exiting the business or looking for better opportunities, don't hesitate to reach out.

You can learn more about my businesses at ___ or ___

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