$50MM AUM | $500,000 GDC in Fort Mitchell, KY

Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
Listing Age
413 days old
General
Compatibility
Location
Fort Mitchell, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
1,000
Avg Client Age
60
Overview

We are a small growing firm. We have a law firm and CPA firm that have teamed up with us. We have been growing our practice with acquiring senior advisors books and establishing a succession plan that works well for us and them.

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