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

Market
Advisor
Member Level
Premier
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Carmel, IN, US
Fee 0% Commission 100%
Gross Revenue
$2,400,000
# 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

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