$45MM AUM | $300,000 GDC in Willoughby Hills, OH

Market
Advisor
Member Level
Premier
Last Activity
this month
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Willoughby Hills, OH, US
Fee 0% Commission 100%
Gross Revenue
$300,000.00
# of Accounts
500
Avg Client Age
55
Overview

We are an independent Financial Planning / Investment Management firm interested in merging our practice to establish continuity and succession.

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