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Financial Advisor   

$43MM AUM | $330,000 GDC in Beachwood, OH

Member Level
Basic
Last Activity
this month

Business Mix:

70% Comm
30% Fee

General

Location
Beachwood, OH, US
12 Month Gross Revenue
$330,000
Number of Accounts
300
Avg Client Age
65

Overview

The Embrescia Wealth Management Group is a family owned and operated investment advisory firm specializing in helping families pursue their desired futures. Comprised of tenured and highly trained financial professionals, we actively assist our client families, develop, implement, and help them work towards their lifetime dreams, financial goals, and objectives.

Our firm is looking for Advisors looking to retire and join our team of experts and merge our businesses.

 
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