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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Successor
Location
Beachwood, OH, US
Fee 0% Commission 100%
Gross Revenue
$330,000
# 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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