$200MM AUM | $1.8MM GDC in Mayfield Village, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Compatibility
Location
Mayfield Village, OH, US
Listing Type
Buyer
Fee 0% Commission 100%
Gross Revenue
$1,750,000.00
# of Accounts
1,600
Avg Client Age
55
Overview

Team of advisors and financial planners commission and fee based, mostly fee based. Looking to expand our book through financial planning.

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