$10MM AUM | $70,000 GDC in Akron, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Compatibility
Location
Akron, OH, US
Listing Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
Gross Revenue
$70,000.00
# of Accounts
300
Avg Client Age
45
Overview

I am interested in purchasing a book of business or working with a senior advisor in a successor role to continue to service clients. I would like mostly advisory based business. Ideal candidate would be willing to provide a succession plan over 3-5 years and open to/willing to merge with our firm.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...