$200MM AUM | $1.6MM GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer | Merge | Successor
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$1,600,000.00
# of Accounts
1,200
Avg Client Age
55
Overview

We are planning and results driven advisors that guide our clients by providing innovative advice, unified strategies, and tailored counsel.

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