$32MM AUM | $275,000 GDC in Maumee, OH

Market
Advisor
Member Level
Premier
Last Activity
today
General
Listing Type
Buyer | Merge
Location
Maumee, OH, US
Fee 0% Commission 100%
Gross Revenue
$275,000
# of Accounts
237
Avg Client Age
56
Overview

Comprehensive fee-only financial planning and investment management offered through a Registered Investment Advisor. We are looking to grow by acquisition or bringing on other advisors.

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