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Financial Advisor   

$25MM AUM | $280,000 GDC in Cincinnati, OH

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Cincinnati, OH, US
12 Month Gross Revenue
$280,000
Number of Accounts
350
Avg Client Age
60

Overview

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

 
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