$210MM AUM | $1.9MM GDC in Cleveland, OH

Market
Advisor
Member Level
Premier
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Cleveland, OH, US
Fee 0% Commission 100%
Gross Revenue
$1,900,000.00
# of Accounts
250
Avg Client Age
55
Overview

Certified Financial Planner. Multi-generational team composed of 3 advisers and one service associate. Our clients are primarily in Ohio. We have the means and energy to grow and provide a smooth transition. Operating on a fee base model implementing financial/retirement planning services, estate planning strategies, business succession planning, and portfolio management among others. Focus in working with high net worth families & individuals, business owners in transition, corporate & small business retirement plans. Our wealth management practice is looking to grow through acquisitions and succession planning. We have the ability, resources and capital to work with you on providing a smooth transition. Our office is located in Downtown Cleveland

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred

Loading...