$50MM AUM | $380,000 GDC in Toledo, OH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Succession | Continuity | Successor
Location
Toledo, OH, US
Fee 0% Commission 100%
$380,000
Gross Revenue
210
# of Accounts
62
Avg Client Age
Overview

Primary focus on advisory. DFA authorized advisor, Would like to explore acquisition opportunities

Extended Profile Information

Loading...