Market
Advisor/RIA
Member Level
Premier
Last Activity
this week
General
Location
Louisville, KY, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$3,000,000,000.00
Gross Revenue
$34,000,000.00
# of Accounts
6,500
Avg Client Age
55
Overview

We are looking for companies in our region that have similar cultures and may want to merge or be acquired. We are a full service financial planning firm that integrates financial planning, investments, tax planning, tax prep, qualified plan design and management, risk management consulting, and business management and accounting services- these services are tailored to suit the needs of individuals and business clients.

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