$65MM AUM | $750,000 GDC in Indianapolis, IN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Succession | Continuity
Location
Indianapolis, IN, US
Fee 0% Commission 100%
Gross Revenue
$750,000
# of Accounts
150
Avg Client Age
50
Overview

We are a Indianapolis based financial planning firm providing asset management, 401k implementation, and private equity mergers and acquisitions to a diverse client base. We are looking for younger advisors looking to grow their books of business as well as seasoned advisors looking to put a continuity plan in place with a stable firm with a proven track record.

Extended Profile Information

Loading...