Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
General
Location
Twinsburg, OH, US
Profile Type
Buyer
Fee 0% Commission 100%
AUM
$97,000,000.00
Gross Revenue
$700,000.00
# of Accounts
280
Avg Client Age
50
Overview

We are an independent fifth generation RIA that traces our roots back to 1886. The owner is a CFA, CFP, CPA, JD and MBA. We are looking to buy a practice in Northeast Ohio.

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