Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Profile Age
749 days old
General
Location
Louisville, KY, US
Profile Type
Merge | Find Successor | Join A Practice
Fee 0% Commission 100%
AUM
$25,000,000.00
Gross Revenue
$300,000.00
# of Accounts
378
Avg Client Age
50
Overview

We are a well established fee based investment advisory firm with three advisors. We primarily use a proprietary, trademarked investment management program using mutual funds with five investment models that have performed extremely well over the last 13 years. We also have many custom portfolios using strategic asset allocation.

We also have attractive additional space currently available that is suitable for 3-4 advisors and an administrative person at an attractive rate.

Looking to possibly merge with the intent of developing a succession.

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