$40MM AUM | $350,000 GDC in Zionsville, IN

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Zionsville, IN, US
Fee 0% Commission 100%
Gross Revenue
$350,000.00
# of Accounts
200
Avg Client Age
51
Overview

Our team is looking to expand and grow our AUM business through a purchase/succession plan.

Our team is multi-generational and is looking to develop a larger base to utilize our strong relationships. We will use our relationships with current money managers but also would like to have the ability to venture away from that space and become more active with the money managers that are focused on using current technologies to give the client a more adaptive management while maintaining the relationship with you/us.

We have a purchase plan that works for someone who still has the passion to advise their clients for the next few years and know that they are leaving their clients with someone who has the same desire and work ethic that we use in building our current relationships. We can also structure the purchase to fit the seller's needs and create flexibility to have a smooth transition for their clients if they are looking to exit immediately.

Our team has Life and Health, Series 6, 63, 65, 66 and 7

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...