Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Dayton, OH, US
Profile Type
Buyer | Continuity
Fee 0% Commission 100%
AUM
$100,000,000.00
Gross Revenue
$850,000.00
# of Accounts
600
Avg Client Age
67
Overview

We are a three advisor team looking to grow through acquisition. We have complete 2 purchases previously and have a solid process in place. Our practice is largely based on the planning process and utilizes money guide pro. 80% or more of our revenue is from managed assets. Looking to acquire practices that are similar in composition.

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