$150MM AUM | $800,000 GDC in Plain City, OH

Market
Advisor
Member Level
Basic
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Plain City, OH, US
Fee 0% Commission 100%
Gross Revenue
$800,000
# of Accounts
50
Avg Client Age
50
Overview

Employee Benefits and Defined Contribution Retirement Advising and Administration (RIA/TPA)

Extended Profile Information

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