$30MM AUM | $320,000 GDC in Cincinnati, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
General
Compatibility
Location
Cincinnati, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$320,000.00
# of Accounts
250
Avg Client Age
60
Overview

23 year industry veteran looking to grow through acquisition. Established retirement practice with experienced support staff. Cincinnati (Blue Ash) based, but open to OH, IN, and KY.

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