$160,000 AUM | $800,000 GDC in Oxford, OH

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

We provide custom portfolio management services and seek to provide investors with appropriate investment solutions, transparent fees, and exceptional service. Fee only, individual stocks and bonds, and some index funds.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred

Loading...