$50MM AUM | $500,000 GDC in Jeffersonville, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Jeffersonville, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$50,000,000.00
Gross Revenue
$500,000.00
# of Accounts
400
Avg Client Age
43
Overview

Certified Financial Planner looking to purchase or merge. Current practice focuses on financial planning with a focus on asset management for pre-retirees. Clean compliance record and excellent reputation. Ample office space to accommodate growth. Open to multi-year transition.

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