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

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Continuity
Location
Valley View , OH, US
Fee 0% Commission 100%
$3,500,000
Gross Revenue
1,000
# of Accounts
58
Avg Client Age
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

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