$100MM AUM | $800,000 GDC in Maumee, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Maumee, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$800,000.00
# of Accounts
600
Avg Client Age
55
Overview

We provide comprehensive financial planning and investment management to empower our clients to live lives of significance. We have a relatively young team of experienced CFPs looking to grow through acquisition. We have successfully transitioned two advisor teams as part of a succession/exit strategy. Flexible deal structure to meet your desired outcomes.

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