Overview

$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.

Market
Advisor/RIA
Member Level
Premier
Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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