$140MM AUM. $500K Revenue. Primarily transaction based mutual funds, some variable annuities.
Business established in 1985 and relocated to Steubenville in 1991, business is located in a modern office suite on over an acre of paved parking in the heart of Steubenville. The building is well known and would be a separate asset to be purchased from the book of business.
In addition to the financial planning business there is a separate LLC that runs a full service insurance brokerage business with three producers currently
Looking at Merger/Succession options.