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

Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Compatibility
Location
Bloomington, IN, US
Listing Type
Buyer | Merge
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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