$32MM AUM | $340,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Successor
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$340,000
# of Accounts
350
Avg Client Age
60
Overview

Fee only asset management with high touch service.
Independent firm since 2002.

Extended Profile Information

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