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Financial Advisor   

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

Member Level
Premier
Last Activity
2 weeks

Business Mix:

70% Comm
30% Fee

General

Location
Willoughby Hills, OH, US
12 Month Gross Revenue
$300,000
Number 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.

 

Has Office Space to Share in Willoughby Hills, OH

14' x 12' office available in single story strip center at the corner of SOM Center Road and Rt 6 in Willoughby Hills. Smaller office also available for sales assistant. Convenient access to Rt 2, 90 and 271.

Contact to discuss details
 
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