Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Indianapolis, IN, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$160.00
Gross Revenue
$1,100,000.00
# of Accounts
550
Avg Client Age
65
Overview

We are a RIA firm looking to expand via acquisition or merger. We have a unique model for merging firms providing a high level of support and back office infrastructure in additional to a succession plan that could be 2-3 times market valuations.

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