$55MM AUM | $860,000 GDC in Valparaiso, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
this month
General
Compatibility
Location
Valparaiso, IN, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$860,000.00
# of Accounts
495
Avg Client Age
55
Overview

We are a fee-only Registered Investment Advisory firm specializing in comprehensive financial planning, investment management, and corporate retirement plans. Our clients are individuals and companies seeking proactive solutions for all of their financial concerns. We embrace our industry's fiduciary standard in order to best serve our clients. Our team understands the importance of building meaningful relationships with each of our clients in order to help them pursue their unique interests. We are looking to grow in Scottsdale, AZ and in the Midwest.

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