$40MM AUM | $275,000 GDC in Perrysburg, OH

Market
Advisor
Member Level
Basic
Last Activity
within 2 months
General
Listing Type
Buyer | Merge
Location
Perrysburg, OH, US
Fee 0% Commission 100%
Gross Revenue
$275,000.00
# of Accounts
80
Avg Client Age
60
Overview

We run an investment advisory firm primarily managing the assets in fee-based portfolios but using alternatives to style the accounts in a endowment or institutional manner.

We have offices in Perrysburg Ohio, Canfield Ohio and Canton Ohio and looking to expand.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred

Loading...