$12MM AUM | $180,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
249 days old
General
Location
Louisville, KY, US
Profile Type
Seller
Fee 0% Commission 100%
AUM
$12,000,000.00
Gross Revenue
$180,000.00
# of Accounts
60
Avg Client Age
60
Overview

Our firm is well branded and has been in business for several years. I want to sell the business because of retiring. I am not looking to get the highest price nor the lowest price but to find an up an coming firm that i would trust to take over the book. I want to make sure the buyer is the right fit for the clients. We have newer office equipment, radio booth, TV studio, branded conference rooms, etc.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...