Market
Advisor/RIA
Member Level
Basic
Last Activity
today
General
Location
Inependence, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$300,000,000.00
Gross Revenue
$3,000,000.00
# 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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