$100 AUM | $500,000 GDC in Elkhart, IN

Market
Advisor
Member Level
Premier
Last Activity
2 weeks
General
Listing Type
Buyer | Merge | Successor
Location
Elkhart, IN, US
Fee 0% Commission 100%
Gross Revenue
$500,000.00
# of Accounts
160
Avg Client Age
65
Overview

Super OSJ with Independent RIA affilliation. I believe we have developed the most cost-effective solution for Firms looking to tuck into an SEC registered RIA with a premier service oriented "friendly" broker dealer. Financial Transition assistance available and choice of custodians including Fidelity, TD, Schwab and PAS.

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