Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
West Chester, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity
Fee 0% Commission 100%
AUM
$29,000,000.00
Gross Revenue
$285,000.00
# of Accounts
140
Avg Client Age
59
Overview

Looking to acquire small practice and retain younger adviser.
This could serve multiple purposes in the future.

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