$500MM AUM | $1.6MM GDC in Fort Wayne, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Listing Age
514 days old
General
Location
Fort Wayne, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$500,000,000.00
Gross Revenue
$1,600,000.00
# of Accounts
2,000
Avg Client Age
55
Overview

We believe in doing the right thing, with the right people, for the right reason. We want you to maintain your brand and our passion is to help you capitalize one of your greatest assets while maintaining your legacy. If you are considering being a part of a larger team to achieve scale with speed, retirement, leaving the business, or simplifying your role as a business owner then we can help you make the transition a great success. We are willing to listen to your ideas and capable of executing various types of agreements in a timely manner. We look forward to beginning a dialogue in the near future!

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