$130MM AUM | $1.3MM GDC in Bloomington, IN

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Location
Bloomington, IN, US
Listing Type
Merge | Buyer
Fee 0% Commission 100%
Gross Revenue
$1,313,000.00
# of Accounts
790
Avg Client Age
55
Overview

There are 2 related companies 1 on the BD side and an RIA. I am only on the RIA side. Looking to grow our AUM and footprint through acquisitions, mergers or succession planning. The bulk of the assets are managed in house predominately individual stocks and bonds.

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