$175MM AUM | $850,000 GDC in Powell, OH

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Powell, OH, US
Profile Type
Buyer | Merge | Join A Practice
Fee 0% Commission 100%
AUM
$175,000,000.00
Gross Revenue
$850,000.00
# of Accounts
810
Avg Client Age
55
Overview

focus of our practice is personal wealth management and corporate retirement plans. Our objective is to either build an ensemble practice or merge with an established firm to allow us to focus on building out the corporate retirement side of a firm

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