Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
620 days old
General
Location
Mishawaka, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$180,000,000.00
Gross Revenue
$1,200,000.00
# of Accounts
700
Avg Client Age
55
Overview

Diamond Team structure serving families and small businesses primarily in Indiana and Michigan. Looking to help late stage advisers transition their practice to a high touch team to care for their clients long term.

In addition, we are part of a national multi-office group allowing independence and ability to use shared services, ranging from centralized processing, in-house management, COO assistance and multiple custodial options.

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