$60MM AUM | $750,000 GDC in Louisville, KY

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer
Location
Louisville, KY, US
Fee 0% Commission 100%
Gross Revenue
$750,000.00
# of Accounts
500
Avg Client Age
65
Overview

We are an independent firm with multiple CFPs and other advisors. We have two locations to conveniently serve our clients, both in the south end and east ends of Louisville. We have substantial client relations and operational support staff. We offer fee based and commission based planning and investment management.

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