$260MM AUM | $2.2MM GDC in New Albany, IN

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
New Albany, IN, US
Profile Type
Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$260,000,000.00
Gross Revenue
$2,250,000.00
# of Accounts
1,000
Avg Client Age
55
Overview

We are one of the largest RIA firms in the Louisville, KY market solely focused on Wealth Management for Individuals and Families.

We are seeking mergers with similar size RIA firms to form a larger regional RIA firm that leverages the respective strengths of the teams.

Our firms core competencies are financial planning, investment management, estate planning and trust services, income tax planning and preparation services.

Would be interested in speaking with like minded RIA firms or breakaway candidates.

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