$60MM AUM | $325,000 GDC in Perrysburg, OH

Market
Advisor/RIA
Member Level
Premier
Last Activity
today
General
Compatibility
Location
Perrysburg, OH, US
Listing Type
Buyer | Merge
Fee 0% Commission 100%
Gross Revenue
$325,000.00
# of Accounts
100
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. The remainder of our practice is made up of funds, annuities and insurance.

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

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