$30MM AUM | $190,000 GDC in Marblehead, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Marblehead, OH, US
Listing Type
Merge | Find Successor
Fee 0% Commission 100%
Gross Revenue
$190,000.00
# of Accounts
100
Avg Client Age
55
Overview

I am in the very early stages of exploring merging my business or seeking a successor over the next decade.

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