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Financial Advisor   

$300MM AUM | $3MM GDC in Inependence, OH

Member Level
Basic
Last Activity
today

Business Mix:

30% Comm
70% Fee

General

Location
Inependence, OH, US
12 Month Gross Revenue
$3,000,000
Number of Accounts
4,600
Avg Client Age
58

Overview

We are a asset management and financial planning firm that has made 7 very successful acquisitions /mergers over the last 6 years. We have approximately 300 million under management and have built a infrastructure that allows Advisors to focus on there clients. We are looking for practices that are looking for a succession strategy for there practice.

 
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