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

Market
Advisor
Member Level
Basic
Last Activity
this month
General
Listing Type
Buyer | Merge
Location
Inependence, OH, US
Fee 0% Commission 100%
$3,000,000
Gross Revenue
4,600
# of Accounts
58
Avg Client Age
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.

Extended Profile Information

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