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

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Willoughby Hills, OH, US
Fee 0% Commission 100%
Gross Revenue
$300,000
# 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
 
Extended Profile Information

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