$40MM AUM | $175,000 GDC in Cincinnati, OH

Market
Advisor
Member Level
Basic
Last Activity
6 months or more
General
Listing Type
Buyer
Location
Cincinnati, OH, US
Fee 0% Commission 100%
Gross Revenue
$175,000.00
# of Accounts
225
Avg Client Age
45
Overview

10 yr old financial planning business managing money and protection for clients. holistic financial advising. $40mm AUM looking to grow through acquisition.

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