$30MM AUM | $140,000 GDC in Westlake, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 3 months
General
Location
Westlake, OH, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$30,000,000.00
Gross Revenue
$140,000.00
# of Accounts
50
Avg Client Age
60
Overview

We are an eight year old independent firm in the western Cleveland area looking to grow by either buying or merging with another firm that is looking for a successor/continuity plan.

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