$43MM AUM | $287,000 GDC in Dayton, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Dayton, OH, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$43,000,000.00
Gross Revenue
$287,000.00
# of Accounts
390
Avg Client Age
68
Overview

I have an established practice consisting primarily of fee-based and trails from mutual funds and annuities and 401k plans. Looking to possibly acquire an existing practice and possibly look at a merger.

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