$15MM AUM | $177,675 GDC in Noblesville, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
Listing Age
175 days old
General
Listing Type
Buyer | Merge
Location
Noblesville, IN, US
Fee 0% Commission 100%
Gross Revenue
$177,675.00
# of Accounts
135
Avg Client Age
55
Overview

We are a father/son investment advisory firm with a specialty in taxation and financial planning. We are looking to acquire or merge with a firm of relative size in Hamilton County or northern Indianapolis.

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