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SL advisors Listing
Financial Advisor   

$21MM AUM | $275,000 GDC in Cincinnati, OH

Member Level
Basic
Last Activity
this week

Business Mix:

0% Comm
100% Fee

General

Location
Cincinnati, OH, US
12 Month Gross Revenue
$275,000
Number of Accounts
300
Avg Client Age
60

Overview

Smaller fee only RIA. Investment style is conservative equity.

Possibly looking to acquire small book if the fit is right.

 
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