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Financial Advisor   

$220MM AUM | $3.5MM GDC in Valley View, OH

Member Level
Basic
Last Activity
within 2 months

Business Mix:

50% Comm
50% Fee

General

Location
Valley View , OH, US
12 Month Gross Revenue
$3,500,000
Number of Accounts
1,000
Avg Client Age
58

Overview

Identify practices to purchase; provide a succession plan solution for other firms; looking for smaller practices to merge or roll up into my practice and/or RIA.

 
Extended Profile Information

Peer to Peer
Finance
Marketplace

New Opportunities Daily
Zero Transaction Fees
Practice Valuation Tools
Financing Resources
Acquisition Guidance
Anonymous Messaging