Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
458 days old
General
Location
Fort Wayne, IN, US
Profile Type
Buyer | Merge | Continuity
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$200,000.00
# of Accounts
250
Avg Client Age
55
Overview

Fee-based financial planning and investment management firm with $30M in AUM and quickly growing. Looking to expand in Indiana. We have developed and refined a system to design and implement financial plans for successful professionals and business owners. We are actively seeking opportunities to partner with advisers that are nearing retirement to facilitate a succession plan. We also may be interested in partnering with solo advisers or younger advisers that can utilize our infrastructure and planning platforms to grow our businesses together.

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