$10MM AUM | $94,000 GDC in Westlake, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
General
Location
Westlake, OH, US
Profile Type
Buyer | Merge
Fee 0% Commission 100%
AUM
$10,000,000.00
Gross Revenue
$94,000.00
# of Accounts
32
Avg Client Age
26
Overview

Grow through intelligent acquisition, as our business and includes high net worth individuals and institutional retirement maintenance and administration.

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