$320MM AUM | $2.8MM GDC in Miamisburg, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Compatibility
Location
Miamisburg, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
AUM
$320,000,000.00
Gross Revenue
$2,800,000.00
# of Accounts
400
Avg Client Age
60
Overview

We are a fee based business and are interested in paying a senior advisor to move their business to UBS, stay on for a year to transition the relationships and then retire.

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