Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
General
Location
Dublin, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$21,000,000.00
Gross Revenue
$270,000.00
# of Accounts
88
Avg Client Age
46
Overview

We are an independent RIA firm. We have $21M of AUM with half in 401k management and the remainder with Individuals. We Mange 24 401k's and manage 64 individual accounts.

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