$35MM AUM | $37MM GDC in Tip City, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge | Succession | Continuity | Successor
Location
Tip City, OH, US
Fee 0% Commission 100%
$37,500,000
Gross Revenue
500
# of Accounts
63
Avg Client Age
Overview

We are looking to grow our independent RIA, Brokerage, Financial Planning, and Insurance sales via merger or acquisitions.

Extended Profile Information

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