Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Columbus, OH, US
Profile Type
Buyer | Merge | Find Successor | Continuity | Join A Practice
Fee 0% Commission 100%
AUM
$7,000,000.00
Gross Revenue
$200,000.00
# of Accounts
40
Avg Client Age
45
Overview

Combination of 3 businesses (RIA, Insurance and Group Health) Simply looking at potential opportunities.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...