$70MM AUM | $350,000 GDC in Louisville, KY

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
214 days old
General
Location
Louisville, KY, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$70,000,000.00
Gross Revenue
$350,000.00
# of Accounts
275
Avg Client Age
55
Overview

We are a rapidly growing RIA firm based in Louisville, Kentucky, looking to grow and expand our business. Our core clients are retirees/near retirees with approximately $1 million or more in investable assets. We focus primarily on investment planning and retirement planning for high-net-worth individuals.

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