$600MM AUM | $4.1MM GDC in Columbus, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge
Location
Columbus, OH, US
Fee 0% Commission 100%
Gross Revenue
$4,100,000
# of Accounts
800
Avg Client Age
60
Overview

Even though my team and I are with a wire house, I have purchased two RIAs in the past. I am hooping to find more RIAs with a succession plan deficiency to help take care of their clients, while providing them a fair price for their business.

Extended Profile Information

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