$85MM AUM | $800,000 GDC in Indianapolis, IN

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
General
Compatibility
Location
Indianapolis, IN, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$800,000.00
# of Accounts
575
Avg Client Age
58
Overview

I am the Managing Director for Indiana of a hybrid RIA. Our firm has expertise in Retirement Plan Consulting, Financial Wellness Consulting as well as Individual Wealth management..

We would be an excellent fit for any individual or firm that is struggling to implement solutions in the retirement space in light of the new DOL Regulations.

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