$315MM AUM | $2.5MM GDC in Valparaiso, IN

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer
Location
Valparaiso, IN, US
Fee 0% Commission 100%
Gross Revenue
$2,540,000.00
# of Accounts
300
Avg Client Age
55
Overview

Our Mission: We deliver proactive, objective advice, plans and solutions enabling our clients to reach their unique family goals.

Our Value Proposition: We choose to be unbiased fiduciaries for our clients - we place our clients' interests first and proactively provide objective, transparent and comprehensive advice and solutions. Our partnership with HighTower, an advisor-owned and client-centered independent Advisory firm, helps us maintain our open, genuine client focus with Wall Street resources and sophistication.

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