$42MM AUM | $300,000 GDC in Lafayette, IN

Market
Advisor
Member Level
Premier
Last Activity
this week
General
Listing Type
Buyer | Merge | Continuity
Location
Lafayette, IN, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
118
Avg Client Age
65
Overview

Independent RIA specializing in portfolio management. High client retention, with the ability to manage and maintain quality long-term relationships. We employ a very disciplined investment approach, with emphasis on individual stocks, ETF's and individual bonds. Customization is important to our client base.

Looking to grow by acquisition/succession. In addition, we are looking to add an advisor if a like-minded candidate with experience is interested in joining our firm. Currently maintain offices in Indiana and Illinois.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...