Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more
General
Location
Carmel, IN, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$2,250,000,000.00
Gross Revenue
$5,000,000.00
# of Accounts
500
Avg Client Age
50
Overview

Large 401(k) retirement planning business with smaller percentage of individual clients. Actively growing both.

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