$30MM AUM | $240,000 GDC in Rocky River, OH

Market
Advisor
Member Level
Lite
Last Activity
this week
General
Listing Type
Buyer
Location
Rocky River, OH, US
Fee 0% Commission 100%
Gross Revenue
$240,000.00
# of Accounts
450
Avg Client Age
65
Overview

Hybrid tax and financial services. Securities/advisory through Cetera Advisors. Currently transitioning from commission to fee based. Looking to grow our AUMs through merger/acquisition.

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