Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Louisville, KY, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$178,000,000.00
Gross Revenue
$850,000.00
# of Accounts
400
Avg Client Age
55
Overview

We are an established 2 partner well diversified financial services firm. We specialize in working with high net worth individuals/families, businesses, retirement plans, working with nonprofit's and also developing strategic partnerships with CPA's. We are in a growth mode and are interested in purchasing a few practices that are the right fit.

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