$25MM AUM | $230,000 GDC in Lexington, KY

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer
Location
Lexington, KY, US
Fee 0% Commission 100%
Gross Revenue
$230,000.00
# of Accounts
220
Avg Client Age
56
Overview

We are an RIA , based in Lexington, KY looking to expand its footprint in the advisory space. We are well versed in financial planning, estate planning and investment strategies. We are long on knowledge and rich in the client experience.

In addition, we would consider merging with a substantial RIA that has strong business development capabilities, tax, planning, etc.

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