Join or Login for Access

SL advisors Listing
Financial Advisor   

$930MM AUM | $2.4MM GDC in Carmel, IN

Member Level
Premier
Last Activity
6 months or more

Business Mix:

8% Comm
92% Fee

General

Location
Carmel, IN, US
12 Month Gross Revenue
$2,400,000
Number of Accounts
250
Avg Client Age
50

Overview

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

 

Has Office Space to Share in Carmel, IN

We have room to grow.

Contact to discuss details
 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging