$650MM AUM | $4.8MM GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Cincinnati, OH, US
Fee 0% Commission 100%
$4,800,000
Gross Revenue
3,000
# of Accounts
57
Avg Client Age
Overview

We are a comprehensive wealth management firm that provides financial planning, tax return services, and estate plan design in our investment management fee. We are interested in potentially expanding in strategic cities in our region. We have offices in Cincinnati and Chicago.

Extended Profile Information

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