$170MM AUM | $1.7MM GDC in New Castle, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
Listing Age
24 days old
General
Compatibility
Location
New Castle, IN, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$170,000,000.00
Gross Revenue
$1,700,000.00
# of Accounts
665
Avg Client Age
57
Overview

Shoreline Asset Management is a fee-only investment advisory firm with locations in New Castle and Carmel, Indiana. In addition, we have a sister CPA company that provides tax preparation, payroll and bookkeeping services to a majority of our investment advisory clients. We are looking for to speak with any like minded solo practitioners or small advisory firms that might have an interest in selling or merging into Shoreline in order to diversify our client base, revenue streams and/or geographic presence. Secondary benefits include savings on economies of scale in compliance, operations and technology.

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