$162MM AUM | $1.4MM GDC in Lafayette, IN

Market
Advisor/RIA
Member Level
Lite
Last Activity
this week
General
Compatibility
Location
Lafayette, IN, US
Listing Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$1,425,000.00
# of Accounts
600
Avg Client Age
59
Overview

We are a hybrid advisory firm in the Indianapolis and Lafayette areas looking to grow our business by adding advisors that are interested in growing with our team and creating exit strategies for advisors looking to work a few more years with us then transitioning their business to our firm.

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